Grace Speckman, CFP®

This channel covers two things I know: money and horses.

Before my career in wealth management, I grew up in the equestrian world, where it takes discipline, accountability, and partnership to succeed. It takes that with money too. Today, I work with successful individuals, families, and equestrians to bring those same principles to their investments, financial planning, and legacy. 

You'll find two kinds of videos here:

- Wealth and Financial Planning: for anyone navigating investing, financial planning, and legacy decisions. Practical, clear breakdowns of the kind of complexity that shows up at life's bigger moments, without oversimplifying what actually matters.

- Dollars and Horse Sense: for the equestrian community. The financial side of owning, riding, and competing that nobody really teaches you. Budgeting for the sport, insurance, the tax questions unique to horse people, and the planning conversations most riders never think to have until they need to.