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Green Peaks Planning
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Is your financial life in the green?
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.