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Your Free Retirement Check-Up

You Are Just "One" Click Away From Peaceful Prosperity. 
Rollercoaster Ride

👉WHY: To help you (and me) make an informed decision about working together.
 
👉WHAT: A free retirement assessment. I will show you step-by-step how you can improve your retirement success before paying me a single dollar.
 
👉WHO: Diligent savers who have accumulated investment and retirement assets of $400,000 or more (excluding real estate) and want to engage in an ongoing relationship. 

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Your Free Retirement Check-Up

A 3-step process that shows you step-by-step how to improve your retirement goals before paying us a single dollar. 

Step #1

Schedule 15-Min Call

No need to prepare a ton of documents. There is time for that.

 

During this 15-minute phone call, I simply want to understand your concerns to determine if we are a good fit.

Step #2

Let's Get Aligned

A prescription without a diagnosis is called malpractice. 

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The next step is to visit my office (in-person or virtually) for a complimentary meeting. During this one-hour meeting, we will work as a team to make sure I truly understand your goals, needs, and concerns. 

Step #3

Problem Solving Meeting

With the analysis complete, we will have a second meeting to review the results. 

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I will get straight to the point by showing you what you need to do to reach your financial goals. I will also answer the three critical questions. 

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At the end of this meeting, you will have a clear understanding of your retirement situation and what you can do to lower your taxes and improve your investment strategy so you can retire early. 

🚫No Hard Sell!

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Look, I understand that deciding who will manage your retirement future is a big decision, and I won't try to hard-sell you during this process. You can have as much time as you need to decide if you want to work with me. 

👉 Step #1: Schedule 15-Minute Phone Call

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2024 Green Mountain Planning, All Rights Reserved. 

Green Mountain Planning (“GMP”) is a registered investment adviser offering advisory services in the State of Colorado and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by GMP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption. [1]

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of GMP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

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