You work hard for your money. Does your money work hard for you?
Money is a tool, not the end goal. It’s not your purpose, but it helps you achieve your purpose.
So whether you’re just starting out or planning for retirement, we’re here to guide you with a program to help you reach your goals. We call it Ready. Set. Grow!
We can help:
From humble beginnings to financial freedom, I built a plan that works.
Financial freedom didn’t come easy. After serving in the Army and making my share of financial missteps, I found myself broke and directionless. Even as my income grew, I was still spinning my wheels—working overtime, flipping houses, dabbling in rentals—yet peace and progress remained elusive. Most advisors I met were more focused on selling than serving. I was overwhelmed.
So I took control. I immersed myself in personal finance, learning how to budget, eliminate debt, live below my means, invest wisely, and plan for retirement. That journey led me to get ahead of the game and even retire from corporate America at 54.
I founded Cypress Financial Consulting to help others do what I had done – achieve financial freedom and the peace that comes with it. My approach is rooted in education, offering clear, unbiased, and judgment-free guidance for anyone ready to take control of their future, no matter where they are on their journey.
Phil Grant
Owner, Cypress Financial Consulting, LLC
Financial Coaching & Education Services
We can all live more fulfilling lives and get on track toward our long-term financial goals. But getting there takes more than just financial knowledge: it requires changing behaviours developing systems and prioritizing financial action steps. That’s where I come in.
As a financial coach with a Certified Personal Financial Wellness Consultant designation, my objectives and responsibilities are to help you reach your goals . I do not offer or sell any financial products as part of my coaching role; I am 100% loyal to you and your best interests.
