About Grothe Mindset
Grothe Mindset helps people with financial literacy, financial education, budget management, and how to think and feel about money, while providing tools and structure for people to be financially independent and successful after the coaching process.
The Approach:
I am here to help you build a relationship with your finances and understand how your emotions influence money and vice versa. I am also a valuable resource to talk through money questions or issues, without needing to worry about social stigma or standards. I start with a 1 on 1 consultation to discuss your financial situation. From there I will help you:
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Focus on building out life goals, with the a plan for how to get to those goals over time
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Learn how to think about money on an emotional level, understand how and when money introduces stress into your life, and how to minimize the stress over time.
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Learn how to build an annual budget with monthly check-ins. This will create an annual savings plan while building a better understanding of where your money is going.
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Learn about specialized topics, including but not limited to: credit scores, inflation, lifestyle inflation, retirement and savings accounts.
About Nick
Hi I’m Nick, a financial expert offering financial coaching to individuals and families. I have a background that includes: (1) graduating from Haas School of Business at UC Berkeley with an emphasis in finance, strategy and economics (2) a successful 10-year professional career in financial management and strategy (3) managed billions of dollars of corporate expenses (4) 10 years of active successful investing in the stock market (5) personal finance expert including building a personal net worth from scratch of $1M+ in less than 10 years.
I have always had an affinity with numbers and money, and have spent a great portion of my life in business and finance. I quickly learned that this was a unique skill, and in fact most folks struggle in this space. I’m constantly meeting people who are having a hard time understanding their financial situation, their options for retirement, where they can potentially invest, or just money issues in general.
I’ve known for years now my goal in life is to help people understand these money issues better and help spread my knowledge. I have found that the best way to do this is in a 1:1 space given how unique and intimate personal finance actually is, this led me to financial coaching!
