Conferences and meetings by appointment only

About Green Tree Planning

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”.

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

Green Tree Planning:

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

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Jeffrey F. Bahls, CFP

Principal Planner
Bucknell University, B.A. - Chemistry Temple University School of Law, J.D. State Registered Investment Advisor (Series 65/66)