3 Stages of Planning: Create Your Life Map

What is a "Life Map"?

When you close your eyes and imagine your future, do you feel you have the plan that will get you there? 

Then it's time to create your *Life Map

We help you make more informed and effective financial decisions that will allow you to feel relieved, confident, self-assured, and empowered - so you feel good about your wealth. 

journey Green Ridge Wealth Planning

The Journey: Accumulation

Pre-Retirement Planning

We craft strategies reflective of your long term goals, yet mindful of the short term risks and opportunities that arise along the way, addressing:.

  • Comprehensive asset allocations
  • ​Concentrated positions and executive compensation packages
  • Monetization of privately held businesses
  • Cash-flow planning and cash management
  • Liability management
  • Retirement income strategies
  • Income tax planning

The Destination: Preservation

Planning In Retirement

We view risk management as the key ingredient not only in preserving capital, but in growing capital as well. Our services include:

  • An extensive analysis of your risk appetite and the development of a prudent corresponding strategy
  • Introducing asset classes with historically low-to-negative correlations
  • Utilizing hedging strategies where appropriate to further diversify exposures
  • Identifying and managing the taxability of the overall financial plan
  • Addressing inflationary pressures on lifestyle and income objectives
  • Working closely with insurance professionals to ensure proper levels of coverage
green ridge wealth planning
Green Ridge Wealth Planning Legacy

The Legacy: Transfer

We support client efforts to ensure that the wealth transfer process has a beneficial impact on future generations, passing not just monetary value but the unique goals and values of the family. We incorporate:

  • Multigenerational wealth transfer strategies
  • Charitable giving strategies
  • ​Next generation financial education and financial planning
  • Asset and income replacement strategies
  • Business succession planning

Investment Philosophy

Lean more on our Investment Philosophy and how we customize portfolios based upon our clients time frame, tax planning, and risk tolerance.

How does GRWP plan our future?

We start by:

  1. Clarifying our fee structure and explaining the different ways we can help.
  2. Analyzing your goals and finances
  3. Recommending solutions designed to help you achieve those goals.

Take a video tour of our technology and our  holistic state-of-the-art financial planning