Green Tree Planning, located in Monument, CO, is now serving the financial planning needs of the Colorado communities between Denver and Colorado Springs. Green Tree is a multi-faceted personal and business planning firm. Whether it is for a small business, a couple or an individual, 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.
One subset of what Green Tree Planning does is personal wealth planning for individuals and families. Within this subset Green Tree Planning is further focused on individuals and families with less than $1.0 million of investable assets and who want in a company that is truly “independent”.