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The Green Era Approach is our framework for how we work with our clients.
It was designed with you in mind, it prioritizes accountability from us, and it reinforces positive financial habits in our clients lives.
STEP TWO
Collaboration
Our process begins by having conversations with you about your current financial situation, your goals & values, and review the numbers so we have a clear understanding of where you are and what you're trying to accomplish.
Once we have the full picture, we conduct a comprehensive analysis of each component of your finances.
STEP FOUR
Implementation
It's easy to let important tasks slip through the cracks, which is why we created this step to ensure everything gets implemented from the recommendations.
Here is where we work as a team to execute the items from your plan step by step to get each one done.
This is also where we may meet with your tax and estate planning professionals to ensure we are all on the same page.
STEP ONE
Get to Know
A quick meeting to find out if working together makes sense.
The goal with this meeting is to get to know you, your situation, and what you're looking for in a financial planning relationship. We then share how we work with our clients so you can leave this meeting knowing if we're the right fit.
STEP THREE
The Plan
First, we review your full financial picture together:
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How you're invested based on taxes
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Investment allocation
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Risk number
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Net worth
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Goals & priorities
Then we go over recommendations, action items, and your financial plan (as needed).
STEP FIVE
Ongoing Help
We believe a strong relationship is built through service and outreach and we pride ourselves on always being available to you.
Expect regular check-ins from us as well as a thorough annual strategy meeting to update investments, track growth, and make any necessary changes.