Green Mountain Planning

How Green Mountain Planning can help:

  • Helping you diversify the rest of your portfolio in a way that complements your company stock and reduces the overall risk.
  • Educating you on how to deal with your stock compensation to lower your risk and save money on taxes.
  • Helping you create and manage a budget so that you can build an emergency fund that you can count on if you lose your job during a round of layoffs.
  • Coming up with an actionable plan for a job transition if you are worried about the future of the O&G industry.

Our experience and knowledge can help you navigate not only obstacles that your career presents but also help you deal with day-to-day financial transitions and concerns.

It’s Not about Product

Your money goes directly to creating the life you have always dreamed of having. We don’t sell a single thing but time and empowerment. Because of that, we’re wholly invested in you and in your success. No conflicts of interest. No commissions. No kickbacks.

It’s About Life

We are leaders in the trend of integrating financial and life planning. That means we are dedicated to understanding each client’s unique set of values, priorities, challenges, and opportunities in order to make the most appropriate financial recommendations. 


Advisors at this Office


This Office

355 S Teller St Ste 200 Lakewood, CO 80226-7391 Phone: (970) 620-8688

Primary Office

14143 Denver West Pkwy Ste 100 Golden, CO 80401-3275 Phone: (970) 620-8688

Other Offices

355 S Teller St Ste 200 Lakewood, CO 80226-7391 Phone: (970) 620-8688
9233 Park Meadows Dr Lone Tree, CO 80124-5426 Phone: (970) 620-8688
501 S Cherry St Fl 11 Denver, CO 80246-1325 Phone: (970) 620-8688
7350 E Progress Pl Ste 100 Greenwood Village, CO 80111-2130 Phone: (970) 620-8688
4 W Dry Creek Cir Ste 100 Littleton, CO 80120-4457 Phone: (970) 620-8688
1624 Market St Ste 202 Denver, CO 80202-1518 Phone: (970) 620-8688