Financial Planning Services

TAILORED FOR YOUR UNIQUE NEEDS

Green Ridge Wealth Planning offers comprehensive, customizable financial services for individuals, families, business owners and entrepreneurs. We tailor our services and strategies to meet your unique needs, covering everything from college, retirement and estate planning to asset management and business strategy. Our financial, legal, tax and mortgage experts work together to ensure your long-term financial health, evolving plans through every stage of your personal and professional lives. We also leverage our relationships with Fidelity and Charles Schwab to securely hold your money and utilize the latest resources, research and technology.

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Customizable Services to Meet
The Needs of Our Clients

Business Owners

Individuals & Families

SPECIALIZED SERVICES

Service Offerings

Investment Management

We focus on three components that are key to the longevity of your investments.

  • Time: When you’ll need cash in the short-, mid-, and long-term.
  • Tax: Planning for annual, tax-deferred and tax-free investments.
  • Risk: Managing investment selection to minimize your overall risk.

Financial Planning

We plot a course for your financial goals by creating a Life Map, focusing on three stages of financial health, which can also include Life Goals, College and Charitable Planning.

  • Journey: The accumulation of wealth pre-retirement.
  • Destination: The preservation of wealth in retirement.
  • Legacy: The transfer of wealth to future generations.

Business Planning

To meet the complex needs of business owners, we focus on three specific areas.

  • Strategic Services: Continuity planning to balance business and personal wealth.
  • Employee Retention: Retirement, income and deferred compensation plans.
  • Exit Strategy: Valuation, sale and succession planning.

Business Retirement Plans

We help business owners plan, retain and increase value within their business by focusing on defined contribution plans, benefits plans, pooled account plans and participant-directed plans. We then create an annual plan to service your employees.

Divorce Planning

We carefully hep our clients navigate this difficult and delicate time. From pre-divorce settlement planning to post-divorce planning, we help our clients reset after this major life change, bringing clarity to the decisions that need to be made for the financial health of our clients and their loved ones.

Special Needs Planning

We help our clients advocate for loved ones with special needs, whether a child or adult. We provide compassionate representation and counsel as we help navigate financial, medical and social needs by developing comprehensive plans that ensure their safety, security and quality of life.

Our Process

GREEN RIDGE WEALTH PLANNING OFFERS INTRODUCTORY CONSULTATIONS, WHICH ALLOWS YOU TO DETERMINE IF WE ARE FIT FOR ONE ANOTHER. ONCE WE’VE BEEN ENGAGED ON YOUR BEHALF, WE EMBARK ON A THREE-STEP PROCESS.

DISCOVERY PHASE

We dive deeper to understand your individual needs and goals, setting the tone and foundation for our relationship and your financial health.

WEALTHFICIENCY™

We implement a comprehensive, customized plan and provide quarterly reviews over the first year to establish a solid framework without requiring an abundance of time or effort on your part.

EVOLVING YOUR PLAN

We remain committed partners in your financial health, continually adapting and evolving your plan around life changes, economic conditions and market variables.

Our Fees

Green Ridge Wealth Planning offers a range of options, including à la carte services, which allows us to create a financial plan for our clients without the ongoing management of their assets. Fees for these services begin at approximately $3,500. If we are engaged to manage your assets, the financial planning fee is included in the management fee, which is determined by the amount of assets managed. The account minimum for asset management is $500,000.