Becoming a Client

When it comes to achieving your goals, you are best served by a deliberate process.

An initial Discovery Meeting focuses on you and your life, and how it could be enhanced by the services and features that distinguish Green Wealth Management from other firms. This discussion becomes the cornerstone of the deep client relationship we build with you. You share with us your values; goals; personal, professional and institutional relationships; assets; and interests. What does financial success look like to you? What resources do you have? What challenges do you face?

In our Investment Plan Meeting, we present your Discovery Profile, which reflects our understanding of what you’ve shared with us. We discuss your profile with you, and refine anything that needs to be revisited.

Upon commiting to a relationship with us, you receive our strategy.  Materials include a written Investment Plan and Investment Policy Statement, and may include a variety of supporting documents for your planning needs.

We decide together whether the strategy we present makes sense for you. If it does, we proceed.  We both sign an agreement, which becomes our blueprint for coordinated action.

In all that we do, we seek a maximum transparency on costs and expectations so you can make informed decisions every step of the way.  The strategy we present is detailed and customized to your specifications and serves as a valuable take-home resource.

“It's not what we eat but what we digest that makes us strong; not what we gain but what we save that makes us rich; not what we read but what we remember that makes us learned; and not what we profess but what we practice that gives us integrity.”
Francis Bacon