GreenLife Advisors, LLC
We have worked in the asset management and planning industry for 22 years with Goldman Sachs, PIMCO, GenSpring Family Offices, and 400 Capital Management. We hold the CFP® and CFA® designations.
We are a fee-only advisor providing unbiased objective advice and we never accept commissions or sell products. We educate and empower modern families and women in transition for financial success.
*Are you going through a life change like divorce or marriage, a move, a change in jobs, the birth of a child, having a child head to private school or college, or a loss of a loved one?
*Live in a high cost-of-living area and need help with budgeting?
*Need help with college planning?
*Have a 401(k) and want to optimize your allocations?
*Want to be tax saavy in your decisions?
Together we can clarify your goals and make a plan for your future together.
We offer 3 service tiers to fit your needs.
1) Investment management and comprehensive financial planning: When we holistically manage your financial life and allow you to focus more on your day-to-day life (AUM based fee).
2) Comprehensive planning: When you require just ongoing comprehensive financial planning (One-time flat fee and monthly retainer, no account minimums).
3) Quick Start: if you're unsure of your ongoing financial planning needs, but may have an immediate question, the quick-start service may be for you (One-time flat fee, no account minimums).
Schedule a free 30-minute consultation to get started.