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I am a CERTIFIED FINANCIAL PLANNER™, and my job, in it’s simplest terms, is to live anywhere and everywhere your life and your money intersect, to serve as a guide as you navigate the decisions and complexities that will inevitably arise. Your money is simply a tool, a resource that is there to help you do what important in your life. I help you align your money and life in the most efficient and effective manner for what you value. When I’m not engaged in a conversation with people about life, priorities, and doing what is important to them, I can be found chasing around my kids, Atticus, Asher, Arlo, & Adeleine, spending time with my wife, Kendra, or out on an adventure. I’m so grateful you are joining me, and I’m excited for our journey together. - Jim Crider Member of The National Association of Personal Financial Advisors (NAPFA) Member of XY Planning Network Member of Fee-Only Network https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/742a01f1-3fe9-4a53-b273-0ba602b88b7b/8BCBB011-121A-4986-AFB8-80531A2C7BEA.jpeg Team - Cade Grimm, CFP® Hi, my name is Cade Grimm. I’m a husband to a patient wife who laughs at my terrible jokes & a dad to a toddler who makes sure I’m up in time to see the sunrise each morning. As a CERTIFIED FINANCIAL PLANNER™, technically my role is to evaluate your entire financial picture and advise on the best ways to achieve your goals. In reality, I’ll meet you anywhere your life and money intersect and help you confidently navigate the decisions and challenges that come your way. We believe money is a tool—a resource to help you achieve what truly matters in life. My goal is to help you align your financial life with your values, ensuring they work as efficiently and effectively as possible to support your goals, both short and long-term. Outside of work, I enjoy spending time with my wife, Bethany, & son, Jameson. We love to be outdoors playing golf, exploring trails, & fishing. When the weather doesn’t cooperate, you can find us inside watching true crime shows & playing games. I’m honored to be part of your journey and excited to get to know you! - Cade Grimm Member of The National Association of Personal Financial Advisors (NAPFA) Member of XY Planning Network Member of Fee-Only Network Chat with Cade cade@intentionallivingfp.com https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/56c28521-c218-47c7-b160-b37e840454cb/C5BC3363-F1A7-40A8-9B16-8DBD50CAEC23.jpg Team - Jack Fischer Hello, my name is Jack Fischer. I’m a Client Service Associate with Intentional Living FP, graduate of Texas A&M University, and happily married to my wife, Elizabeth. I studied business during my time in college but, more importantly, learned a lot about communicating with people and understanding that everyone has a unique story to explore and opportunities to address. I help with work behind the scenes and keep in touch with clients to make sure they know they are seen and heard. People are more than just numbers and that’s at the forefront of our minds when making decisions and having conversations. When I’m not at work getting to know people and making relationships, I enjoy spending time with my wife, playing violin, and working out. I’m so grateful to be a part of this team and I’m excited to work with you and get to know your story. - Jack Fischer jack@intentionallivingfp.com https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/01894913-1e9a-45b5-8b7e-6c6e6e722451/IMG_0067.JPEG Team - Bobby DeLong Hi, my name is Bobby DeLong and I am a Client Service Associate with Intentional Living FP. I am a graduate of California Baptist University and Texas State University. I have over a decade of experience in the education world at both public and private schools. In addition to having an education background, I have been in the mortgage industry for the last three years as a licensed loan originator. These two work experiences give me perspective on how people learn best and how they interact about money. My job here at Intentional Living is to be behind-the-scenes support to our clients’ needs. Every decision and conversation is guided by the principle that clients are individuals, and their insights are always at the forefront of work. Outside of work you can find me spending time with my wonderful family, kayaking the central Texas rivers, or sneaking up to the Rocky Mountains for a backpacking trip! - Bobby DeLong bobby@intentionallivingfp.com https://www.intentionallivingfp.com/home daily 1.0 2026-02-02 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/c26ffb75-eb80-4086-8a8d-da62418ec241/Family+Pictre.jpeg https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/93c3fc1a-639e-4bed-8f45-703096920b16/ILFPlogo_img.png https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/93c3fc1a-639e-4bed-8f45-703096920b16/ILFPlogo_img.png https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/93c3fc1a-639e-4bed-8f45-703096920b16/ILFPlogo_img.png https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/1758642477104-M7TGRXCI3H73EBZITNZQ/unsplash-image-npxXWgQ33ZQ.jpg https://www.intentionallivingfp.com/fee-structure daily 0.75 2025-09-16 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/1611551328992-QS2OLC5JKI3U5CFFVI0A/aum+chart.PNG Fee Structure - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.intentionallivingfp.com/philosophy daily 0.75 2021-06-30 https://www.intentionallivingfp.com/investment-management-fee daily 0.75 2025-09-16 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/1611551328992-QS2OLC5JKI3U5CFFVI0A/aum+chart.PNG Investment Management Fee https://www.intentionallivingfp.com/january-accountsaligned daily 0.75 2021-02-04 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/1612292484114-URA2G1G3QDB3R9DNTDBD/image-asset.jpeg January - Accounts Aligned - Ensure your assets are in the right location. Savings account, 401(k), Traditional IRA, Roth IRA, HSA, Brokerage account…the choices are endless. We set this time aside to ensure you are saving, not just the right amount but in the right location. Placing funds in the right location can influence current and future tax obligation, liquidity, investment options, creditor protection, and a myriad of other important factors. We review your account options and assign your dollars the account to go to so they are being put to their best use. https://www.intentionallivingfp.com/february-living-aligned daily 0.75 2021-02-04 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/1612405251377-8WB9U77BIQC2111A1H3V/image.jpg February - Living Aligned - It’s about your life. Money is a resource that allows us to live the life we want. We want to ensure that our clients are living now, not just tomorrow. There is immense value in planning for the future, but there is wisdom in accounting for the future while living in the present. We meet with our clients annually to discuss life, priorities, values, and goals. We want to ensure that each decision we make and action we take is consistent with what is important to our clients’ lives. https://www.intentionallivingfp.com/march-cash-flow-aligned daily 0.75 2021-02-04 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/1612405646134-RO346BMS658I50SNN0D6/image-asset.jpeg March - Cash Flow Aligned - Ensure intent aligns with your cash flow. Budget, spending patterns, cash flow…whatever nomenclature you assign — is your spending aligned with what is important to you? We set this time aside to review where your money is going, so it is channeled intentionally. In the words of Minot Rajput: “Financial planning is telling your money where to go instead of asking where it went.” Be it for a daily latte, weekly nights out as a family, or annual vacations, we want to ensure the resources are flowing to the places that are important to you. https://www.intentionallivingfp.com/april-independence-aligned daily 0.75 2021-02-04 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/1612327322822-9WS6FG8YSZ4V0T01CDII/Flower%2B1.jpg April - Independence Aligned - Review your progress to financial independence. We know you value the independence and freedom that comes with work optionality. We help you keep a pulse on your progress to financial independence. We estimate the number of years you could live on current assets and track your progress to financial independence. Our calculation includes cash, investments, real estate equity, and passive income sources. https://www.intentionallivingfp.com/may-debt-aligned daily 0.75 2021-02-04 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/1612299920147-B4685OH0V5AZF8XZO2DD/trail.jpg May - Debt Aligned - Ensure your debt isn’t managing you but being managed. From Dave Ramsey to Robert Kiyosaki, wherever you fall on the spectrum of views on debt, we set this time aside to ensure your debt is appropriate and aligned with both your convictions and your plan. Leverage is a tool that can help accomplish great tasks, but it must be used with care. We review your debt and options for leverage to ensure that they’re working for your financial plan. https://www.intentionallivingfp.com/june-estate-aligned daily 0.75 2021-02-09 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/1612325137601-N7YELX56GF1A9VXNU3DP/image-asset.jpeg June - Estate Aligned - Plan for a legacy. Wills, beneficiaries, account types, trusts, medical directives…these things, though typically simple, are often neglected. We set this time aside to ensure your affairs are in line with what you desire. Protect your family with updated wills, trusts, and proper documentation of all your assets. We review the status of your estate and check in if updates or modifications are necessary. https://www.intentionallivingfp.com/july-net-worth-aligned daily 0.75 2021-02-04 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/1612330197793-XAO57W2ARE4BYM17DUSV/image.jpg July - Net Worth Aligned - You’re worth more than your net worth, but it’s still a metric we track. Assets minus liabilities. This simple snapshot is one of the most potent scorecards for your financial life. We set this time aside to review your net worth and your progress in relation to this key metric. We review this number to verify that your wealth is trending to fulfill your long term goals by comparing this snapshot to your number in previous years. https://www.intentionallivingfp.com/august-plan-aligned daily 0.75 2021-02-04 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/1612330419303-EEJCFI381DO6TXSFHMQ7/perfect.jpg August - Plan Aligned - The value isn’t in “the plan”; it’s in the planning. Goals change, and that’s okay. Actually, it’s expected. We set this time aside to ensure the micro pieces remain aligned with your macro plan, even as that plan evolves. Your life is dynamic. A plan becomes obsolete the moment your life changes. We believe your planning should be agile and that the value is in the process of planning, not “the plan” itself. Beyond our monthly micro “Aligned” engagements, we take this time to review your plan in its entirety to ensure the sum of the parts are aligned with the whole. https://www.intentionallivingfp.com/september-invest-aligned daily 0.75 2021-02-04 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/1612332846305-PFZ3UH8SFFF4CRQOVLSG/image-asset.jpeg September - Invest Aligned - Ensure your assets are in the right investments. Stocks, bonds, mutual funds, ETFs, CDs, gold, crypto, pile of cash under the mattress…there’s a lot to keep up with in the world of investing, and we want to simplify the complex so you know what you’re investing in. We set this time aside to ensure you’re invested appropriately because, ultimately, you’re investing for your life. Having exposure to the appropriate asset types can have a significant impact on your plan. Market risk, liquidity, inflation risk, volatility, tax drag…there are layers of considerations to make when building your investment portfolio. We review your investments to ensure that you are invested appropriately in relation to your risk tolerance and capacity, goals, and time horizon. https://www.intentionallivingfp.com/october-protect-aligned daily 0.75 2021-02-04 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/1612334511705-08WM9Z8OUTZAYJ6WXFHQ/image-asset.jpeg October - Protect Aligned - Ensure you’re properly protected. Life insurance, health insurance, general disability, HSA vs. FSA…we all want to make sure we are insured properly, but that can be a daunting task. We set this time aside to ensure you are properly protected. Due to the overwhelming types of insurances available and the ever-conflicting messages spouted, selecting the appropriate insurance can be overwhelming, is often more expensive than necessary, and frequently gets neglected. We review how much insurance you have in comparison to how much you need and present it without the sales pitch. https://www.intentionallivingfp.com/november-tax-aligned daily 0.75 2021-02-05 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/1612335692179-GV7BSKP4H9A4GRTNBBOO/image.jpg November - Tax Aligned - Death and taxes— both which we advocate you try to avoid. Taxes can be quite…taxing. Taxes add up to be one of if not the most costly item in your life. We set this time aside to engage in tax planning. Proactive tax planning can lead to reduced tax liability. Through deliberate actions such as asset location, tax-loss harvesting, capital gain harvesting, Roth conversions, mega backdoor Roth conversions, business entity selection, and charitable giving strategies, our tax planning aims to help keep your taxes low today and tomorrow. https://www.intentionallivingfp.com/december-liquidity-aligned daily 0.75 2021-02-04 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/1612338108446-DLETUL6HHD4Q4NJVJ7BE/image.jpg December - Liquidity Aligned - Ensure you have the right amount in reserves. An emergency fund is an essential part to a sound financial life. We set this time aside to ensure you have the right amount in your war chest, in the right accounts. Having an emergency fund can influence your plan’s flexibility and help with a good night’s sleep. Alternatively, an oversupply of cash can lead to portfolio drag and opportunity cost. We review your reserves to ensure you have the right amount in the right accounts, so your liquidity is put to its best use. https://www.intentionallivingfp.com/what-we-do daily 0.75 2025-09-16 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/0adff64d-23fb-467f-bdaf-243c591bddfb/Quiver+%26+Arrows+only+ILFP.png https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/0adff64d-23fb-467f-bdaf-243c591bddfb/Quiver+%26+Arrows+only+ILFP.png https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/0adff64d-23fb-467f-bdaf-243c591bddfb/Quiver+%26+Arrows+only+ILFP.png https://www.intentionallivingfp.com/our-services daily 0.75 2025-09-16 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/0adff64d-23fb-467f-bdaf-243c591bddfb/Quiver+%26+Arrows+only+ILFP.png https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/0adff64d-23fb-467f-bdaf-243c591bddfb/Quiver+%26+Arrows+only+ILFP.png https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/0adff64d-23fb-467f-bdaf-243c591bddfb/Quiver+%26+Arrows+only+ILFP.png https://www.intentionallivingfp.com/planning-calendar daily 0.75 2025-09-16 https://www.intentionallivingfp.com/privacy-policy daily 0.75 2025-09-16 https://www.intentionallivingfp.com/legal daily 0.75 2025-09-16 https://www.intentionallivingfp.com/lets-chat daily 0.75 2025-10-07 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/93c3fc1a-639e-4bed-8f45-703096920b16/ILFPlogo_img.png https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/93c3fc1a-639e-4bed-8f45-703096920b16/ILFPlogo_img.png https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/93c3fc1a-639e-4bed-8f45-703096920b16/ILFPlogo_img.png https://www.intentionallivingfp.com/empoweredandunapologetic daily 0.75 2025-09-16 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/1626377209613-WGJSEJ4OG88AOXIQ6NOX/Empowered+and+Unapologetic+Cover+Art.jpg Empowered & Unapologetic - It was an honor & a joy to speak with Veronica & share with you how Intentional Living FP helps families achieve early financial independence & align their life & money. We’d love to help guide your family to align your life & your money so you can live the life you want to live. https://www.intentionallivingfp.com/beyondtherut daily 0.75 2025-09-16 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/1626383170795-GAFTF28BR1P9KIOIPNRE/image-asset.jpeg Beyond The Rut - It was an honor & a joy to speak with Jerry & share with you how Intentional Living FP helps families achieve early financial independence & align their life & money. We’d love to help guide your family to align your life & your money so you can live the life you want to live. https://www.intentionallivingfp.com/bsp daily 0.75 2025-09-16 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/1628526741708-I0HXTCMTF8PD9GOQ30KZ/Brett+Snodgrass+Podcast+Cover.jpg The Brett Snodgrass Podcast - It was an honor & a joy to speak with Brett & share with you how Intentional Living FP helps families achieve early financial independence & align their life & money. We’d love to help guide your family to align your life & your money so you can live the life you want to live. https://www.intentionallivingfp.com/amateurinvestors daily 0.75 2025-09-16 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/1628527609227-W4CJW5Y1YSRXQGI18RLB/The+Amateur+Investors+Logo.png Amateur Investors - It was an honor & a joy to speak with Chris & to share with you how Intentional Living FP uses bitcoin & financial planning to help families achieve early financial independence. We’d love to help you align your life & your money so you can live the life you want to live. https://www.intentionallivingfp.com/eternal-entrepreneur daily 0.75 2025-09-16 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/1632160719340-3W61U7GJCHY8KQO98SJG/Eternal+Entrepreneur+podcast.png Eternal Entrepreneur - It was an honor & a joy to speak with Pierce & Joe to share with you the journey of starting & building Intentional Living FP. We’d love to help guide your family to align your life & your money so you can live the life you want to live. Put a time on Jim’s Calendar (link just below) to talk through what it looks like do financial planning or if you would like to just ask a question about your financial life. https://www.intentionallivingfp.com/famvestor daily 0.75 2025-09-16 https://images.squarespace-cdn.com/content/v1/600b3c3ba43b2e677a912f7b/1632409463407-WUWLL8AYJXY5GHCU8W6A/FamVestor.jpg FamVestor - It was an honor & a joy to speak with Sunny & Sunmarie and share with you how Intentional Living FP helps families achieve Early Financial Independence. We’d love to help guide your family to align your life & your money so you can live the life you want to live. 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