Certified Wealth Strategist® (CWS®) | Helping those 50+ learn how to retire confidently, reduce taxes, and generate consistent income to become financially independent.

If, after reading through the short description of who I typically serve and how I work, you find that we may work well together, feel free to contact me via phone or email for a complimentary, no-obligation initial consultation.

I have been fortunate to work with an outstanding group of committed clients for many years.  While each client holds their own values and visions unique to them, a few commonalities may help you determine if you would also benefit from my services.

- Most clients are either retired or within 10 years of retirement.

- My clients place a high value on financial planning and less emphasis on taking high risks trying to generate maximum return.

- My clients are long-term investors, comfortable with a custom asset management plan based on their risk tolerance, time horizon, goals, and income needs - not day-trading. 
 
- Most clients believe that their wealth is very important to them but no more important than family, faith, health, and community.

I am a Fee-Only financial advisor who takes great pride in acting on behalf of my clients. This means I have a responsibility to put my clients' interests well before my own in all recommendations.

At the core of our relationship is a custom financial plan geared toward life events such as retirement, wealth transfer, business succession, and asset protection.

Communication is key.  In addition to regular phone calls and emails, we will establish regular face-to-face meetings, typically 2-4 times per year.  Regular contact ensures a much higher probability of finding true meaning and success in your wealth.

If you have found you’d like to have a conversation about working together, I’d be happy to dedicate an hour to getting to know you better, discussing your intentions, and determining if I can provide value to you and your situation. 

To set up an initial meeting, contact me at pshope@shopeandassociates.com or by phone at (734) 479-1400.

Patrick Shope

Karen Grill

Strategies to Help Your Emails Land in the Inbox | Speaker | Email & Funnel Strategist for Coaches, Creators and Service Providers | Business Coach | WI Native

Helping Coaches, Consultants, and Service Providers Master Email Marketing Strategy and Deliverability

Whether you’re setting up your first email list or struggling with an existing one, the key to success is ensuring it’s built and maintained the right way.

I’m Karen, a Business Coach and Funnel Strategist with over 15 years of experience helping businesses unlock the power of email marketing. 

I specialize in setting up email lists with strategy and precision—and auditing existing lists to fix what’s not working.

If your emails are landing in spam, your open rates are down, or you’re just not sure where to start, I’ll help you build or refine a reliable email marketing system.


Here’s How I Help:
➡️ Email List Strategy & Setup:
I’ll help you build or refine your email list the right way, with a focus on audience alignment, segmentation, and proper authentication (SPF, DKIM, and DMARC) to ensure your emails land in inboxes.

➡️ Email List Audit & Troubleshooting:
I’ll audit your existing list to uncover gaps in deliverability, engagement, and segmentation. From checking blocklists to fixing technical issues like authentication, I’ll make sure your email infrastructure is optimized for maximum results.

Imagine This:

Your emails consistently land in your subscribers’ inboxes, not spam.
Your open and click-through rates improve with each campaign.
Your email list is aligned with your audience, and every email you send has a purpose.
Whether you’re starting fresh or optimizing what you already have, I’ll help you turn your email list into a powerful tool for connection, engagement, and growth.

DM me today to get started.

📌 WHAT OTHERS ARE SAYING
"My email list is a money maker.  I depend on it heavily to do a bunch of things.  And when the deliverability and bounce rates just climbed up I was alarmed.  I tried to fix the problem myself, which ended up making things a bit worse.  I had to shelf my list for almost a month.  Karen swooped in and was able to correctly diagnose the problem, which turned out to be a bit more complicated (Go Daddy, Gmail suite, old email ownership).  She gave me a great plans to fix, restore and get it back.  And BOOM.  I'm back online making cash with the list.  Thanks Karen!"  ~Doug Lawson

Let’s make your email list work for you.

DM me today to get started.

Founding Member

A business and social community centered around growing your brand, building your network, scaling your business, and establishing trust

“I dread writing emails to my list.”

I hear this from people who did everything right.

They built the list.
Bought the course.
Set everything up properly.
They’ve even been consistent for months.

And still, every send feels like bracing for a verdict.

Low opens. Barely any clicks. Mostly silence.

So they wait.

For a day that feels safer.

And the list goes quiet.

But most of the time, it’s not about writing.

It’s about sending into a void and not knowing if anyone on the other end actually trusts you yet.

That’s not a motivation issue.

It’s what happens when there’s no clear feedback.

When you have no idea whether it’s landing, every send feels like a gamble instead of a conversation.

The fix isn’t confidence.

It’s knowing what’s actually happening.

Are your emails making the right people feel understood?

When that’s happening, hitting send gets lighter.

Not because doubt disappears, but because you have signals it’s connecting.

If emailing your list feels heavy right now, what part feels uncertain?

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The Battle

Patrick Shope

Karen Grill

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taplio

The Battle

Patrick Shope

Karen Grill

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Karen Grill's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreKaren Grill's LinkedIn Performance