Welcome! Green Financial Planning is a fee-only, hourly financial planning practice located in Central Florida. We provide hourly, as needed financial planning and investment advice. Ultimately, our goal is to help people, so if you are looking for straight-talk, honest answers, and an advisor who has your best interest at heart, you have come to the right place.
We have a fiduciary obligation to act in our clients' best interests. We do not sell products or receive 3rd party compensation from any source. As a fee-only financial planner, our sole compensation comes from the fee you pay to us. Our relationship may be one-time, project based, topic oriented, or even a full financial assessment.
We have a fiduciary obligation to act in our clients' best interests. We do not sell products or receive 3rd party compensation from any source. As a fee-only financial planner, our sole compensation comes from the fee you pay to us. Our relationship may be one-time, project based, topic oriented, or even a full financial assessment.
Services
As a financial planner of Garrett Investment Advisors, an independent firm, our goal is to provide competent, objective financial planning and investment advice accessible to real people. At Green Financial Planning, we want to discover what is important to you and see your vision of where you want to go with your money and provide you with the planning to get there.
We will meet with you free of charge for an initial session. It is an opportunity to exchange information about your needs and objectives, discuss which services are right for you, and provide you an estimate of the cost of our services. Remember, Green Financial Planning does not accept commissions, and instead charges for services on an hourly or project basis.
I started Green Financial Planning, an office of Garrett Investment Advisors, in order to provide fiduciary, fee-only, time-based financial planning and investment management to real people throughout Central Florida. My life experiences are a big part of what I bring to your table. I earned a Bachelor's degree from the University of Florida and Master's degree from Troy University.
When you contact us, we will provide a brief description of services, philosophies, methodology, and fee structure. We will direct you to our web site to help you learn more. You review our web site to learn more. If our services appear to fit your needs, you contact us to schedule a Complimentary "Get Acquainted Meeting" in person or on the telephone.
The financial planning services listed above are for investment recommendations that you implement. If desired, ongoing investment management is available for those who want to delegate portfolio management to us. Our services and fees are based on the time dedicated to the project, complexity, and scope.
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