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July 12-14, 2024
State Farm Stadium
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Green Peaks Planning

Phone Number: 623-256-7167

About Us

At Green Peaks Planning, our goal is to help you achieve peak financial readiness.

Over more than a decade of experience helping clients achieve their financial goals, we’ve noticed a trend. Many clients have a solid investment plan, but not much else. Because many financial professionals are compensated based on product sales, they focus solely on investment management.

At Green Peaks Planning, we take a different approach.

It’s our goal to ensure all areas of your personal financial life are operating at their peak. To do so, we work with you to develop a custom, comprehensive plan that incorporates all aspects of your life and finances. We take an education-based approach to help ensure you are comfortable with all recommendations before we implement them. Most importantly, we operate in a fiduciary capacity, which means you can be confident that every decision made is in your best interests.

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Floor Plans

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