Grit and Lavender Financial Planning

The name appears to combine 'grit' (resilience, perseverance) with 'lavender' (calm, clarity, thoughtfulness), reflecting the firm's philosophy of balancing practical financial discipline with a thoughtful, values-driven approach to client relationships (per the firm's branding).

Yes. As a fee-only registered investment advisor, the firm is legally required to act as a fiduciary, meaning it must put clients' interests ahead of its own at all times. It does not earn commissions or kickbacks from product sales (per SEC regulations).

Yes. Grit and Lavender Financial Planning offers investment management as part of its comprehensive planning services. Portfolios are typically built using low-cost passive index funds and ETFs, and the firm avoids high-fee products to align with fiduciary standards (per public record).

The firm's principal(s) and investment committee have not been publicly identified. Given its small-profile nature, decisions are likely made by the lead advisor(s) with input from third-party research providers (per lack of public disclosure).

Grit and Lavender Financial Planning seems to serve individuals and families seeking personalized, holistic financial guidance. Its fee-only model and focus on life planning suggest it works with clients who value transparency and a values-aligned approach over transactional advice (per the firm's stated approach).

The firm does not appear to engage in proprietary deal sourcing. As a fee-only RIA focused on financial planning and passive investment management, it does not typically participate in private equity, venture capital, or alternative investments (per public record).