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Community Highlights: Meet Jonathan Grannick of Wonder Wealth LLC

Today we’d like to introduce you to Jonathan Grannick.

Hi Jonathan, can you start by introducing yourself? We’d love to learn more about how you got to where you are today?
I graduated college in 2011 and went on to work 2.5 years at a financial planning company in Atlanta, GA. I was living the 9-5 life commuting an hour each way in soul sucking Atlanta traffic. After investing months of my life into professional ambitions by passing the 10 hour grueling CFP® exam, I felt a call to pursue personal ambitions. So, 2.5 years after college, I quit my job and moved to Australia. This marked the beginning of a life changing 15 month trip where I lived in a town called Surfers Paradise, Australia for 7 months and lived in a campervan for 2 months while exploring the entire east coast of Australia. After that I spent 3 months in Southeast Asia (1 month Philippines, 1 month Thailand, and 1 month Malaysian Borneo) before doing 1 month in Belize with my Dad helping him battle his depression and 2 months exploring California.

I came back broke.. I started a consulting business, and a year later I moved to South America to be a digital nomad in Colombia and Peru (8 months total). I was running my business from my laptop during the week and exploring exotic places on the weekends and meeting all sorts of interesting people.

The travels were great. However, I felt a calling to impact the world and help people more meaningfully. In August 2021 I launched Wonder Wealth LLC, a financial planning company for young families and professionals in their 20’s, 30’s, & 40’s. Growing up my parents managed their finances poorly and it led to a lot of fear, arguing, limitation, and uncertainty around our family’s future. I wanted to help my generation avoid those same completely avoidable pains my family experienced growing up (and my parents still experience today scraping by month to month off social security). I want to empower my generation to own their finances so they can live a life full of options, not limitations.

We all face challenges, but looking back would you describe it as a relatively smooth road?
While there were fortunately no massive potholes (going homeless, a parent dying, etc), the road was not smooth. Below are a few low points in the journey:
1. Scarcity mindset around money and fear of taking risks I inherited from my parents
2. My checking account balance reached $300 at one point in Australia, almost growing broke with the funds I took with me.
3. Totaling my campervan and breaking up with my girlfriend of a year all in one week while in Australia. This sparked the beginning of life changing solo travel.
4. Leveraging a therapist to work through many things holding me back (including the sense I was responsible for my parents financial situation, that burden was too heavy for me to carry and I had to learn to let go).
5. The entire first year of launching this practice has provided many lessons on self care, self confidence, and knowing my worth (I had to fall on my face many days to get where I am now, and it’s still a process).

Appreciate you sharing that. What should we know about Wonder Wealth LLC?
I help young families & professionals own their finances and find balance between living for an epic today and a secure tomorrow. I help people go from “One Day” when talking about their life dreams to “Day One”.

I specialize in not just crunching the numbers to get a financial plan in place, but also exploring the human side of money. Think money mindset, upbringing, limiting beliefs, shame, fears, embarrassment, low self-worth, a lot of the emotions that come up when people talk about their finances. I create a safe space to talk about these topics that society deems as taboo or awkward but to also help them identify and prioritize their goals, create a life vision that excites them, that we can use their money to bring it to life. The benefit of these conversations goes double for spouses who may come from completely different money mindsets yet need to find common ground to move forward together as family.

Is there anyone you’d like to thank or give credit to?
My Parents: Believing in me, supporting me, cheering me on, reminding me of my worth on days I’m down, helping me see what I have to offer when I can’t see it for myself.

My Peers: This year I hiked Half Dome in Yosemite and Mt Whitney with 3 other financial planners. They’ve become not just friends but an ongoing emotional support through this entire process as they understand how hard launching a financial planning practice can be.

Pricing:

  • Single: $750 upfront + $200+/month
  • Married: $750 upfront + $300+/month
  • 1x Financial Plan: $2,500+

Contact Info:

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