Kyle Grevengoed
- CFP®
- AFC®
320 Life Financial Planning
Holland, MI
Contact Kyle
Kyle can help you with
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Investment Analysis
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Retirement Planning
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Tax Optimization
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Insurance Planning
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College Planning
Kyle specializes in
- Business Owner/Entrepreneur
- Military Member
- Technology Professional/Engineer
- Government Employee
- Early Retirement
- Financial Independence
- Couples
- DIY
- Have Children or Dependents
Expertise
- Investment Analysis and Planning
- Portfolio Guidance
- Retirement Planning
- Tax Efficient Withdrawal Planning
- Tax Optimization
- Insurance and Risk Management
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Budgeting
- Debt Management
- Student Loan Repayment
- Saving and Investing for College
- Late Stage College Funding and Planning
- Financial Behavior and Wellness Education
- Life Event Planning
- Military and Veteran Benefits Planning
- Windfall Planning
- Travel Planning
Pricing
$250/hour
All clients and projects are hourly. You can pay via a flat, one-time, fee after an initial consultation where we will discuss the needs and depth of the project. Clients who elect a one-time flat fee arrangement will get a 20% discount for contracts for 10 or more hours in a single 12-month period.
About
320 Life Financial Planning is an independent, fee-only advisory firm that exclusively uses a flat or hourly fee arrangement. 320 Life is an advice-only firm that does not partner with any one firm nor does it receive compensation for referring you to a specific firm. Most clients will speak with 320 Life one to four times a year; more frequently if the client desires more check in's. The client maintain full control and custody over your money. We are here to help and guide so that you get a unbiased professional eye on your financial plan.
320 Life is a Registered Investment Advisor based in Holland, MI and work primarily virtually with our clients.
Kyle Grevengoed is the owner and founder of 320 Life Financial Planning. With 320 Life Financial Planning you work with me. When you call or email you exactly who is on the other side of the conversation. Kyle is a CFP® Professional and is an AFC®, or Accredited Financial Counselor. Kyle started in financial services in 2004. Before getting into financial planning he worked in lending, including State Employees' Credit Union in North Carolina and Lake Michigan Credit Union in Michigan. He then worked as a financial counselor as a contractor with the US Military. He started 320 Life in 2018, and recently went fully independent as a financial planner and investment advisor.