Your life. Your way.
Financial Planning and Investment Management for Independent Women aged 45+
Financial freedom isn’t just about having money.
Glory Gray Wealth Solutions can help you uncover your purpose and build a customized financial plan that creates confidence for your next adventure.
Glory Has Been Featured In:
Values Based Planning
Money is a tool that allows you to lead the life you dream about - not a prize to be collected.
We take the time to listen to your unique needs and understand what is important to you. We will design a plan that will achieve your life goals.
Comprehensive and Transparent
We want to help you understand the benefits of comprehensive financial advice and total costs. You should know exactly what you are paying your wealth advisor and be confident you are getting the value you deserve. Our relationship is built on trust.
Accountability
Having a professional accountability partner gives you a greater probability of accomplishing your goals.
Each time we meet, we’ll review a list of simple action steps to implement your financial plan and keep you on track.
SERVICES
FINANCIAL PLANNING IS AT THE HEART OF EVERYTHING WE DO
Why is it so important to start with financial planning first, before you invest?
Ask yourself: “Is the accumulation of money itself my goal or is money a means to an end for what I really want in life?
We help women achieve the outcomes they desire to make the most of their money and their life.
That means we must first prepare a financial plan to determine what income you will need and expenses you will have in order to live your best life.
Only then can we determine what mix of investments will best suit you and provide the income stream you need when you need it.
Ways to Work Together
Option #1: Planner on Demand
(For accountants, lawyers and other professionals only)
If you’ve got a specific financial decision that you need to help a client make - but it’s going to take some analysis - then this is the option for you.
We will dig deep into one specific opportunity or investment to help you and your client make the right decision.
Option #2: Your Personal CFO
Have you ever dreamed of having a CFO for your life? Someone who helps you make smart financial decisions while you retain responsibility for your day-to-day investment decisions?
Imagine unlimited support for your ongoing financial planning needs.
Option #3: Elite Investor
This is the real powerhouse. A personal CFO combined with an expert wealth advisor who takes care of all your investment management needs.
Visualize the freedom you’ll have knowing all your financial planning and investment management needs are handled with your best interests in mind.
Who We Serve
Maybe you are in the early stages of retirement planning or perhaps it is right around the corner.
Or, you have already retired and are looking for an advisor who better fits your goals.
Regardless of your stage of planning - we can work with you to build an approach that gets you where you want to be with confidence.
A Little Client Love …
I used to spill wine on myself to get out of conversations about retirement, personal finances, and investments. Through guidance and support from Glory, I am no longer spilling wine but building my portfolio to buy the wine I love ... to drink!
Thank you, Glory, for guiding me to financial freedom!
I highly recommend Glory for anyone not knowing where to start, where to go, or even a fresh set of eyes on what you currently have.
Heather W. | Victoria, BC
Glory Gray
Owner, Wealth Advisor | BSc Finance, MFA
Glory Gray Wealth Solutions
As Your Personal Trainer for Financial Fitness,™ and the owner of Glory Gray Wealth Solutions, I will be your key wealth partner. My job is to help you uncover your goals and to set your finances up to achieve them.
I will hold you accountable for the goals you've set for yourself. And you will hold me accountable to analyze your needs and find the best solutions to get the job done.
The result for you? Peace of mind and the freedom to live your life your way!
PS - I am also the host of The Women’s Wealth Canada podcast. Join me on this educational podcast where I help Canadian women make the most of their money and their life.
Ask yourself the real questions before you retire.
The simplest question to ask when you retire is: "Do I have enough?"
But that is not the real question to ask yourself …
Get instant access to this free webinar to find out what is. And as an extra bonus, get our FREE Workbook that will help you answer The Real Questions to Ask Yourself Before You Retire.
