Green Tree Planning, located in Monument, CO, is now serving the personal and family financial planning needs of the Colorado communities between Denver and Colorado Springs. Financial planning is a goal-oriented process that provides objectivity and critical analysis to identify personal goals, translate these goals into financial objectives, and identify the paths available to reach the objectives. The goals, objectives, and paths are always in writing and the ultimate path is always client chosen.
If you are interested in personal financial planning for yourself or a family member and want independent advice in the form of a written plan, then make an appointment for an initial meeting to talk to Green Tree Planning. Listen and consider what Green Tree has to say. There are no fees or charges for an initial consultation regardless of how long and no charges or fees until there is a written agreement detailing the planning services and the charges for the same. Green Tree’s principal planner can meet with you at your home (preferred because you will have ready access to your information) on weekends or evenings as your schedule permits.