Disclaimers & Disclosures
The following disclosures apply to content, educational materials, coaching services, and media appearances provided through Linda Grizely Ventures and lindagriz.com.
Last Updated: 03/07/2026
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General Educational Disclaimer:
The content I share through Linda Grizely Ventures is for educational purposes only and should not be relied upon as the sole basis for financial decisions. It is not personalized investment, tax, legal, or planning advice and does not constitute therapy or mental health counseling. Individuals should consider their own circumstances and consult appropriate professionals before acting.
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​Linda Grizely Ventures does not provide personalized investment advice, manage assets, or recommend specific securities through this entity. Any financial information shared here is for general educational purposes only and should not be interpreted as a recommendation to take any specific action.
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While I hold the CERTIFIED FINANCIAL PLANNER™ certification, I operate here as a financial coach and educator and do not provide services as a licensed investment adviser under Linda Grizely Ventures. The CFP® certification reflects education, examination, and experience requirements established by the CFP® Board.
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Investment Advisory Relationship Disclosure:
​Linda Grizely Ventures provides financial education, coaching, and speaking services only and does not offer investment advisory services.
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Investment advisory services are offered by Linda Grizely separately and only through Nectarine, an SEC-registered investment adviser firm. Linda Grizely is an Investment Adviser Representative of Nectarine. Accessing this website (lindagriz.com), downloading materials, or participating in educational programs does not create an advisory relationship. Nothing on this site should be construed as personalized investment advice or a solicitation to buy or sell any securities or other products. Linda Grizely provides advisory services solely in her capacity as an adviser through Nectarine and not through Linda Grizely Ventures. Advisory services are provided only under a written agreement with Nectarine. The views and content provided on this website are those of Linda Grizely and do not necessarily reflect the views of Nectarine. Please refer to hellonectarine.com for all relevant disclosures.
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Coaching Services Disclaimer:
Financial coaching services provided through Linda Grizely Ventures focus on general financial education, goal setting, accountability, and financial behavior. Coaching services do not include the provision of personalized investment advice, securities recommendations, portfolio management, or financial planning services regulated under federal or state securities laws. Participation in coaching services does not establish a fiduciary or investment advisory relationship.
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No Client Relationship Created:
Viewing this website, consuming content, or interacting through forms, email, or social media does not create an advisory, coaching, or client relationship with Linda Grizely or Linda Grizely Ventures. A formal agreement must be executed before any professional relationship is established.
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​​CFP® Required Tagline:
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Results & Testimonials Disclaimer:
Educational programs and coaching services are intended to provide tools, information, and support, but outcomes will vary based on individual circumstances and personal effort.
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Testimonials are received via text, audio, or video submission. They are individual experiences reflecting real-life experiences of those who have used our products and/or services. However, they are individual results and results do vary. I do not claim that they are typical results that consumers will generally achieve; they reflect individual experiences and may not be representative of the experience of all clients.
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I make no guarantees or assurances regarding any specific outcome or result from the use of my products or services. Your success depends on various factors, including but not limited to your mindset, background, experience, and dedication.
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Past performance is not indicative of future results.
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No compensation was paid for any endorsements or testimonials.
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Everything on this site relates to educational programs and coaching services provided through Linda Grizely Ventures, not investment advisory services which may be offered elsewhere.
Affiliate Disclosure:
This site may contain affiliate links, which means I may earn a small commission if you purchase through them, at no extra cost to you.
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Podcast Host Disclosure:
The Real Money, Real Life™ podcast is hosted and produced by Linda Grizely Ventures, LLC. Linda Grizely is an Investment Adviser Representative of Nectarine, an SEC-registered investment adviser. Linda Grizely Ventures, LLC is separate and unaffiliated with Nectarine. The views expressed on this podcast are those of the individuals expressing them. Guest opinions do not necessarily reflect the views of Linda Grizely or Linda Grizely Ventures, LLC, and neither guest opinions nor Linda Grizely’s opinions necessarily reflect the views of Nectarine.
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This podcast is provided for informational, educational, and entertainment purposes only and should not be construed as personalized investment advice or a solicitation to buy or sell any securities or other financial products. Listening to this podcast does not create an advisory relationship with Linda Grizely or Nectarine. Listeners should consult their own financial, legal, or tax professionals regarding their specific situation.
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Past performance is not indicative of future results.
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No compensation was provided for any endorsements or testimonials, and such statements may not necessarily be representative of the experiences of all clients.
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For additional disclosures, please visit hellonectarine.com.
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Podcast Guest Disclosure: ​
Linda Grizely is a financial wellness speaker, personal finance educator, and coach at lindagriz.com. She is also an Investment Adviser Representative of Nectarine, an SEC-registered investment adviser. Linda Grizely Ventures, LLC and LindaGriz.com are separate businesses and are not affiliated with Nectarine.
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Any information shared by Linda as a podcast guest is provided for informational and educational purposes only and should not be construed as personalized investment advice or a recommendation to buy or sell any securities or financial products. The information shared is general in nature and is not intended to address any individual’s specific financial situation. Listening to this podcast or interacting with Linda does not create an advisory relationship with Linda Grizely or Nectarine.
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For additional disclosures, please visit hellonectarine.com.
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Information Disclosure:
Information on this website and in media is subject to change without notice and may not reflect the most current financial developments or regulatory guidance.
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While efforts are made to ensure accuracy, content may become outdated over time. Please verify current regulations, tax rules, and financial information before making decisions.
Any references to market performance, economic trends, or financial projections are forward-looking statements and are not guarantees of future results. All investments involve risk, including possible loss of principal.
Examples and illustrations are hypothetical and provided for educational purposes only. They are not intended to represent actual client results or specific investment outcomes.
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Please review our Privacy Policy and Terms of Use for information on how personal data is collected and used.
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Contact:​
Questions? Please contact us at [email protected] or via this form.