Sharon Grinestaff, AIF®, CRPC®

Schedule an appointment or call with Sharon via our Virtual Scheduler

Sharon is the creator of The EPPIC Method®: 5 Steps to Be More Healthy, Wealthy and Wise®, a process she has been using to advise and guide clients since 1998. The EPPIC Method® is a systematic approach to making healthy wealth decisions.  She helps her clients Evaluate, Plan, Protect and Invest by Coaching them to set and attain goals, make decisions and tackle life’s many transitions and obstacles. 

Well-versed in financial strategies and tax laws, Sharon meaningfully interprets and explains your financial situation. She begins our process by applying the first two steps of The EPPIC Method®, EVALUATE and PLAN.  

She evaluates your current income, expenses, cash flow, insurance coverages, savings, investments, tax status, and debts. Then your data is analyzed to determine risk, reward, and opportunity.  Sharon facilitates discussion on various aspects of your financial health to help you set goals and devise an action plan to attain your immediate and long-term aspirations.

Sharon’s cash flow expertise has the most impact on improving your financial situation. During the growth phase of life, she helps you direct your savings to efficiently pursue your goals.  When you are in the distribution phase of life, she aims to create a cash flow strategy for the income you need to distribute to meet your required minimum distribution, desired lifestyle and to last your lifetime.

Sharon reviews your financial situation annually and upon any financial obstacle or life-changing events. She coordinates the sharing of financial information with your attorney and accountant, creating synergy for all advisors to fully understand your financial goals and circumstances.

Sharon leads our monthly coaching series to keep you informed as tax laws, interest rates and market conditions change.  She shares ways to have a healthier wealth mindset and actions you must take to Be More Healthy, Wealthy and Wise®. 

One of Sharon’s passions is helping you proactively protect yourself from Fraud.  It is imperative that you immediately let us know if you become the victim fraud or detect suspicious activity.  Sharon is available to assist you with taking all the appropriate protective measures.

By sharing her love of financial education, through speaking engagements Sharon inspires and empowers her community to live a healthier and wealthier life.  

Sharon and Dennis have two children and are enjoying seeing the world through their eyes.  Sharon enjoys inspiring and empowering others to become physically fit through virtual fitness challenge groups.  

"My goal is to make a difference in people's lives by helping reduce their stress!  Whether that be financial stress or every day stress. Financial education and organization and physical exercise and eating healthy make a significant difference in your mental health and outlook on life.  Without your health, your wealth means nothing."   - Sharon Grinestaff