Conferences and meetings by appointment only

About Green Tree Planning

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.

Green Tree Planning is independent and client interests always take precedent.

Green Tree Planning:

Does Not Manage Client Investments

Does not take “custody” of client assets

Does not accept commissions and fees relating to client transactions

Has no Broker/Dealer or insurance company relationship

Charges fixed fees (in most situations) for specific services

Expects payment only after services have been provided

If you are interested in personal wealth planning for yourself or a family member, have investable wealth under $1.0 M, 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 how long and no charges or fees until there is a written fee 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.

Our Advisors

2937719.jpg

Jeffrey F. Bahls, CFP

Principal Planner
Bucknell University, B.A. - Chemistry Temple University School of Law, J.D.)