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Grant Meyer

Professional designations
CFP(R), BFA
Firm or Broker/Dealer name
TruMix Advisors
States licensed in
Bloomington
,
Minnesota
Areas of expertise
Languages spoken
English
Areas of Expertise
Financial Planning
Retirement/Retirement Income
Small Business
Tax Planning
Wealth Management
Time Zone
The death of a spouse is a life-shattering event. My goal is to help you navigate your money questions to allow you to spend less time on financials and more time working on yourself and hopefully getting the love and support you deserve.

I've helped many widows through volunteering with Wings for Widows since 2020, speaking at local grief groups, and pro bono work at events for widows and widowers. I'm honored to have been recognized as Coach of the Year at Wings for Widows.

I began volunteering in the grief community after helping a client with the loss of her husband. I realized there are so many new financial decisions you're faced with, all while your world has been flipped upside down. From then on, I've found fulfillment in providing help and support to widows and widowers to tackle urgent financial questions and feel more confident with their financial outlook.

When you work with me, I'll help you with any urgent concerns. Once those are addressed, I'll work with you on your overall financial picture and ensure you better understand your finances in an approachable, non-jargon manner.

When I'm not volunteering, I run my financial planning practice, where we specialize in working with widows. Outside of work, I volunteer as a coach for my kids' activities and enjoy running.

I look forward to meeting you, hearing your story, supporting you, and taking control of your finances.