Clients of Green Trails Wealth desire to live with purpose, confidence, and contentment.
You also are:
- Willing to commit your time, be transparent, and be held accountable.
- Seeking an ongoing relationship and counsel through life’s peaks and valleys.
- Inclined to detach your emotions from the ups and downs of the market, and not looking for a “stock picker.”
If you are a couple, you are willing to be gracious to each other and act in alignment.
I help you steward all that you have. You will receive:
Step 1
Thoughtful questions about your life story, values, and possibilities
Step 2
A comprehensive financial plan
Step 3
Help with execution of the plan and monitoring of the plan
Step 4
Ongoing access to me
My advice includes:
- How to achieve financial independence
- How to teach your kids money management
- Investing to achieve your possibilities
- Cash flow and budgeting
- Debt management
- Education planning
- Strategic giving
- Benefits optimization
- Career coaching
- Tax, insurance, and estate planning
(in partnership with your other advisors)
My fees:
My fees consist of an initial fee (one-time) and ongoing monthly fees. The fee is tailored to the complexity of your circumstances, your net income and net worth, and the estimated amount of time, research, and resources required to deliver my services to you.
I will quote you an initial and ongoing fee after our introductory meeting.
I am fee-only, meaning I am only paid by you, for the services I provide to you. I do not earn commissions.