Give yourself GRACE.
Give yourself a plan. And Grow (Wealth).
- Free Personal Finance & Life Check-Ins
- Free Live Financial Concepts Webinar
- Live Interactive Premium Workshops
- Free Professional Financial Services
We're each unique beings.
But we're still creatures of [spending] habits.
It's time to turn general financial education into knowledge, knowledge into action, and action into results for the vast majority. Whether here or elsewhere, do so somewhere. Join a free webinar, and I'll show you how important these concepts truly are today, for tomorrow.
Then...live interactive workshops. Realistic plans are built during this time. Leave with a plan - your plan - neatly pressed and folded. You fell off track in the past with finances? There is no shame. I was there myself. Now, the focus lands on two essential things. Not income and not bills. Grace, then growth.
Sam(uel) Driessen, MBA
Licensed Financial
Consultant & Strategist
Over 19 years combined experience in Business & Finance, Project Leadership, Operational Management, and IT.
Why this guy?
His lived experiences + genuine passion to help others get a solid grasp on money management for their future. That's what speaks far beyond any credentials can.
■SERVICES
Webinar & Workshops
Just under half of adults in the U.S. say they would give themselves a "C" in financial literacy.
~Collected from a 2024 survey by The National Foundation of Credit Counseling.
If this is you, are you ready to remove your name from the "C" stats and up to where you belong - the top?
Money management and financial literacy have never been more crucial than NOW.
Take a deep breath.
Give yourself grace.
Hit reset.
And Check-In!
(Repeat as needed)
A penny saved is a penny earned. ~Public domain proverb
This is how so many retired Americans are paying themselves today.
The worst thing you can do? Nothing at all.
Build knowledge from a workshop. Leave with an actionable plan. Put said plan into practice.
Incorporate a wealth-building product & strategy. Enjoy your life journey with more peace of mind.
Ready to remedy?
Recommended steps 1 & 2
STEP 1: OPTION A
Financial Health Check-In
A short self-assessment of your current financial 'health' that gives a general idea where you're at with budgeting, debt, savings, and overall financial literacy - What should probably be a non-negotiable skillset for adulting.
STEP 2
The Personal Finance Do-Over
SATURDAY, NOV 7th - 9AM Central
A 90-minute value-packed interactive workshop to get down to brass tacks, dig deeper in planning, and take action.
This live hands-on session is aimed to help rebuild your money system with...
Budgeting that survives real life pauses, while still maintaining accountability to show..
Why only paying off minimum amounts keep you in a perpetual loop of debt, and why...
Savings and protection must come first before moving on to growth.
Attend while being present with curiosity, and leave with a written and actionable plan.
STEP 1: OPTION B
Life Check-In
A short self-assessment with a broader look at areas of life that greatly impact your financial decisions: Mental and physical health, relationships, rest, and faith. The body keeps the score, the journey keeps us accountable.
STEP 2
Give Yourself Grace and Grow
SATURDAY, NOV 14th - 9AM Central
A live 90-minute workshop focusing on all areas of life that intersect with personal finances. So bascially everything.
A broader reset with everything that revolves around your spending habits such as...
Mental, emotional, and physical health, relationships, rest, and faith. That identify...
Where sleep, stress, & relationships appear on your credit card and bank statements...
Which brings us to breaking things down so that they're palpable and can be viewed from a fresh perspective.
Life parts based on lived experiences. Theory.
Are these cookie cutter self-planning programs?
No. These are one-time 90-minute hands on, interactive, live workshops. Speaking or chatting is not necessary. Having your camera on is not necessary. Displaying your name is not necessary. You can do all those if you want. But the interactive part is you building your unique plan with our workshop time together. And then, you have something real, of value to you, and in your hands as you close the virtual door behind you.
After the workshop?
Knock it out of the park and park some of it into your savings.
Start with soaking in this simple quote from Mr. B.
Rule no. 1: Never lose money. Rule no. 2: Never forget rule no. 1.
Strategy for every unique situation.
Our products & services are simple.
To help you...
Protect, Preserve & Build Wealth. That's it.
- WHY
- WHERE
- WHAT
- HOW
- WHEN
WHY We Help
WHY We Help
1. Build towards the comfortable retirement you've had in mind without outliving your funds.
2. Leave a legacy (if wanted).
3. Greater peace of mind. Life has enough worries.
4. A financial contingency for long-term care.
Where We Can Help
Where We Can Help
1. Retirement Savings
2. Head Start Programs
3. Life Insurance & Final Expense
4. Estate Planning
5. Long-term Care
6. Business Owner Solutions
7. Mortgage Insurance and more...
WHAT We Can Help With
WHAT We Can Help With
1. Complete protection and preservation
2. Greatly outpace inflation -
Seen with historical averages
3. Tax-savvy & tax-advantaged strategies
HOW We Can Help
HOW We Can Help
1. Finding the most suitable product that aligns best towards meeting your financial goals
2. Planning & strategizing
3. CAREFUL structuring. We specialize here.
WHEN Can We Help?
WHEN Can We Help?
NOW. Because all we have is now. We aim to get in touch the same day as when you contact us. But it may take up to 3 business days.
It's never been a more important time with a market correction that feels like it's just looming over the horizon. And the Fed preparing to raise rates. Diversifying your financial portfolio outside of the variable market is just as important as diversifying your investments, within.
We can't help everyone, but probably most.
The difference between our services and a Financial Advisor's?
First off, our services are 100% free.
If you think of a Licensed Financial Advisor as a doctor for comprehensive health care and general wellness, we are like the specialists focused on pain points (wealth accumulation). Something that can be remedied for many. We do so with alternative investment products. Adding a 3rd level of diversification to a financial portfolio. Sound complex? It's actually really simple. We only work with competitive A-rated carriers and are not limited to a small selection of companies.
We're all licensed and offer our services anywhere within the United States.
Financial Needs Analysis
Meet over Zoom for a financial needs analysis to get a clear picture of your financial goals.
Learn of your current financial picture, your needs and wants, and what you're looking for i.e. Strict accumulation or income for life.
Present illustrations, products, strategies and a plan, based on current finances, short-term and long-term goals (meeting 2). You decide.
The Actionable Step
This is the application stage of the chosen product and plan. You're moving towards the direction of ownership, growth and wealth.
Review and confirm the product, plan and strategy you wish to proceed with.
Application is reviewed by the A-rated carrier. Your savings go directly to your account. Out of mind, building your future's wealth.
Step-by-Step Recap
Choose one. Choose many. Choose all.
01
Check-In Cards
Rate your spending habits. Or spending + life habits. These are introspective self-evaluations for you to be brutally honest with yourself on where your money's staying or going.
02
Free Zoom Event
Attend a live financial concepts event touching on the main general points of what most adults should know. Financial knowledge is more crucial now than ever before.
03
Workshops
Attend a live workshop to take a deeper dive towards building momentum with money management. Upbeat general financial education with value that hits the target.
04
Strategy
Meet with me or a member of my team to get an idea of your financial goals and put together a free wealth-building blueprint. All services moving forwards are free as well.
■ A Quick 'Did you know?'
Anything you would like to learn today?
Updated October 13, 2026
Is being rich the same
as being wealthy?
No. But they're also not mutually exclusive.
Rich is like having a bucket with an abundant amount of water in it (high earnings). And when emptied (spending), the trip back to the water source is long and tiring (Stressful career). The concept is the same for most, regardless of earnings.
Wealthy is like having a fresh water spring readily available; at arm's reach.
Are we headed into
a retirement crisis?
Some see it that way if financial literacy remains where it's at.
Look at the 3-legged stool idiom. Leg 1 - Employer pensions? Any of value seem to be dwindling. Leg 2 - Social Security? Unrealistic to assume it will be enough to live from during retirement, in the not so distant future. Leg 3 - Personal Savings - This may be what's left to live from. It will also require a significant shift in financial responsibility. That's why it's important to know your 401(k), 403(b), etc. Especially the taxes and fees.
Will I have to pay taxes
on my 401(k) funds?
Yes, as long as it's a qualified account, you will have to pay as regular income when you withdraw anytime 59 1/2 year of age, and later. You're also likely to pay taxes on any employer matches as well as any admin fees or expense ratios. If withdrawing before 59 1/2, you will have to pay taxes + any early withdrawal penalties.
+ For:
Those who recognize any gaps in
their personal finance planning & money management knowledge.
+ For:
Those that recognize a need to change towards a more balanced approach with budgeting & spending.
-Not unrealistic and not too loose
+ For:
Those that want to build real wealth and recognize it's not something that happens overnight.
- Not:
Those deep in debt. There are other programs and resources outside of our services that we can point you to. Pay down the debt and come on back. We'll be here.
- Not:
Those that believe they can become rich within a year from smoke & mirror systems on social media.
Only about 5% of Americans make over $200k each year. Around 12% for households. (legalknowledgebase.com)
Client Reviews
Sam is a true professional and a joy to work with. He brings a wealth of business experience and finance knowledge to his clients. I would highly recommend him!
FAQs
FAQs
This is not financial advise (or tax or medical advise) for the workshops, webinar, or check-ins. These are broken down into general educational concepts, frameworks, and lived experiences. If you're looking for financial advise, work with a licensed professional to review your particular circumstances. If you're looking to take the next step towards building wealth, we can certainly help as licensed financial brokers & wealth strategists. Reach out directly to schedule a free consultation at sam@gracethengrow.com
This is a short informal live session where we'll cover many of the basic financial concepts most of us were never taught in school. Budgeting - how a budget can be built as both a realistic and accountable tool. Something that survives life's 'happenings'. The dangers of [bad] debt. The purpose behind good debt. Income - Higher earnings often trigger greater debt. So income alone is not the answer. Whereas a growth, ownership & wealth mindset moves the needle.
Yes. One-to-one consultation services are free. This is different from a financial advisor's services, charging a small percentage of the client's assets - typically 1-2% (AUM). As for other resources on this website, the check-ins and 45-minute webinars are also free.
The 90-minute workshops are premium products & services that do require payment to register and attend. This is partly for the intensive time, research, planning, building, updating, maintaining and offering a great amount of value & resources.
Mostly for the lived experiences within the 'Give Yourself Grace and Grow' workshop. But gently and it will not be preachy. The financial components come from my professional background as a licensed financial strategist and even from as a pricing analyst. The bigger life picture comes from lived experiences, personal study and a Christian perspective. You're more than welcome to attend even if you're not a person of faith. It will be conveyed to everyone that pressuring, shaming, or anything of that sort will not be tolerated. We all have a right to learn.
If you want to reach out directly - sam@gracethengrow.com or simply hit reply on one of the newsletters, if subscribed.