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30 Years of Impeccable
Consulting Services for Small
to Medium Size Businesses

We provide tailored strategies
with your needs at the center

Thoughtful
Service

At Patricia Hjort Inc. dba Grace Financial & Insurance Services bringing clarity and vision to to the financial decisions, in your life is simply what we do. So whatever phase you’re in-whatever complexities you may face, our experienced professionals are equipped to guide you through. We work for you with the highest integrity and respect.

Our business was built to serve you. Our motto is, “We take care of the details, so you can take care of the business.” Collectively, we offer decades of experience. We take the time to get to know you, your business, family, goals and values, so that we can deliver a plan designed to propel you toward the future you’ve envisioned. Offering the breath of resources and capabilities of a large corporation, we provide the tailored, attentive service of a small firm. 

Want to work with us?

Onboarding Questionnaire

For Patricia Hjort Inc. dba Grace Financial & Insurance Services to take care of all the details so you can focus on your business, please fill out the following questions as best/complete as possible. We appreciate your help!
If you have any questions/concerns please contact us at (858)722-7908 or via email at patty@pattyfgis.com

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Patty H.

Insurance & Tax Services

Patty is our owner & founder. She brings over 30 years of experience to the business. She helps our clients grown and achieve their goals with integrity, efficiency, and professional service. 

Athena C.

ACCOUNTING & BOOKKEEPING

Athena is the VP of Operations. She oversees the cloud-based accounting and bookkeeping for GFIS. In addition to working with clients, she also manages our social media.

Katie K.

BRANDING & WEB DESIGN

Katie is our graphic and web designer. She specializes in helping individuals and companies establish reputable and recognizable brands. She also helps our clients enhance their online presence.