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Debbie Grose, CFP®

Lighthouse Financial Planning, LLC

101 Parkshore Dr
Suite 100
Folsom, CA 95630
Phone: (916) 932-7200
Fax: (916) 932-7201

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Household Income Minimum: $100,000
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Business Taxes
  • Investment Management
  • Corporate Finance
  • Getting Divorced
  • Employee Benefits
  • Getting Married
  • Mutual Funds
  • Insurance
  • Job Loss
  • Startup
  • Life Planning
  • Retirement
  • Succession Planning
  • Starting a Family
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

About My Practice


At Lighthouse Financial Planning we believe our work is about your life, not just your finances.  While you may have the ability to manage your financial affairs, the question is; do you have the time it takes, and the understanding of the interrelations between investments, tax, risk management, employee benefits and estate planning to develop a comprehensive plan?  And most importantly, do you have the discipline to develop a plan and stick with implementing it? 

Our work together begins by exploring and really getting to know you by asking a lot of questions.  For example, what does an ideal retirement look like to you?  We also want to know what really matters to you.  How do you like to spend your spare time?  Do you feel passionately about any causes?  Depending on your situation we encourage you to dream a little.  What would you change if you had an unlimited source of money? No time constraints?

Through our planning process we help you discover ways to turn those dreams into goals and  then define a path to achieve those goals.  Our discoveries may surprise you.  We might find you are well on your way and simply need to keep up the good work.  Or we may discover ways to really change your life; perhaps you can retire early if you begin with "X".  Some of our clients have their lives take off in new a direction as a result of our work together.  Others have continued on as usual with more purpose, clarity and confidence in knowing they are on the path to achieving their dream.  In either case, they have a clear sense of purpose and satisfaction in knowing they are on the right path.
Since life is a journey with an ever changing landscape, we must periodically revisit and review the plan.  Financial planning is a process.  Periodically we will ask; what has changed in your life?  A clear benefit to working with us is that we will be there to ask the important questions and ensure your financial plan stays in line with your life and your dreams.

To learn more specifics about the services we offer, please click here

 

Experience

Debbie joined Lighthouse Financial Planning in 2007 and earned her CERTIFIED FINANCIAL PLANNER™ designation in 2008. Since earning the CFP® designation, Debbie has fully embraced the essence of what it takes to be a successful planner: serve the client’s best interest, always.


In addition to developing strong internal processes to ensure Lighthouse Financial Planning LLC clients receive top notch service and sound advice, she has lead the development of our Wealth Accumulator Program(SM). This program addresses one of biggest challenges facing the financial services industry; serving the yet-to be wealthy in a fee-only, fiduciary capacity.


Debbie’s is also passionate about the importance of financial literacy, the need for a true financial planning profession and importance of the fiduciary standard of care when giving any kind of financial advice. Her volunteerism within in the Financial Planning Association (FPA) clearly demonstrates her actions are in line with her beliefs. She currently sits as the Chair for the Northern California’s FPA President Council, Chair for the FPA’s Mid-Profession Community of Interest, she is a Mentor for FPA’s Residency program at UC Irvine (2011 to present), she is the Past-President of her local FPA chapter; FPA of Northern California Chapter (2012 President), past member of the FPA’s national Career Development Committee, and Career Development Chair for her local FPA chapter.


Her educational background includes a BS in Business Administration, Accounting and a minor in economics from California State University, Sacramento; a certificate in Personal Financial Planning from the UC Davis, Extension; and, graduation from the Financial Planning Association's (FPA) Residency program.
Prior to beginning her career as a CFP®, Debbie worked in local government for more than twelve years. Upon making the decision to change careers, Debbie was the Assistant Finance Dire

 

Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
None/NA

 

How Planner Charges

Considerations: We offer financial advice for both the weathly and those who desire to create wealth

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.