We believe that financial planning is a life long journey. To stay motivated, your financial plan should bring depth and meaning to your life. We also believe in making the complex, simpler. From investing to financial planning and pricing, our goal is to be straightforward and help with your unique needs.
Get financial planning advice that starts with you, whether you need help with your employee benefits, complex wealth management, or managing your portfolio. As a commission-free (a.k.a fee-only) financial planning firm, we only get compensated by the client. We do not earn commissions of any kind for product sales or referrals.
Get financial planning advice that starts with you, whether you need help with your employee benefits, complex wealth management, or managing your portfolio. As a commission-free (a.k.a fee-only) financial planning firm, we only get compensated by the client. We do not earn commissions of any kind for product sales or referrals.
Services
At Green Mountain Planning, I believe the more we can make investing and financial planning clear and simple, the more confident you'll be about the decisions you make. And the more you'll get from our relationship together. I provide comprehensive financial life management to help families and professionals, better communicate about their money life, accelerate their savings plan, and live a purposeful life.
WHAT: A free retirement assessment. We will show you step-by-step how you can improve your retirement success before paying us a single dollar. WHO: Diligent savers who have accumulated investment and retirement assets of $250,000 or more. No need to prepare a ton of documents. There is time for that.
Build a flexible plan that's designed to adapt to your changing needs and help grow and protect your wealth over time. Sophisticated investment management designed to help you reach your goals, whether you're planning for retirement or looking to grow and protect your wealth. Continual monitoring of your portfolio, with a focus on keeping your account aligned with your financial goals.
A fiduciary has the highest ethical obligation to put your interests ahead of their compensation and any other considerations. I work closely with you to determine your hopes dreams and goals. Everyone needs a trusted adviser -- someone who can see blind spots they may not have thought of, or bring an outsider's perspective.
Successful working families have special financial needs and a busy schedule. Wherever you are located, our meetings can be held virtually, over telephone, at a sharedspace location or at a location of your preference. I am set up this way so I can meet you wherever you are, regardless if you live locally or across the country.
Reviews (2)
Jordan Coley
Oct 09, 2019
Report
I cannot say enough good things about Nestor and the work he does through Green Mountain Planning. I would recommend him to anyone. Nestor helped me figure out my finances in ways I never would have thought of. If you are needing help in the financial planning department, do yourself a favor and contact Nestor. He's reliable, trustworthy and transparent. He's also very responsive! Again, cannot say enough positive things about Nestor and his business!
Nicole Raisor
Sep 30, 2019
Report
