At GreenStar, our goal is to help you reach your goals. We do this by transforming your goals into actionable strategy that is simple, proactive, and accountable. Often people come to us with financial goals, but there are always underlying personal goals behind it. You may need investment management or estate planning, but ultimately your goal may be to grow in your sense of freedom to pursue your passions and deepen your relationships.
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Financial worry is exhausting. One of the highest values we can bring you is to help liberate this burden, so that you can find the freedom to pour yourself into the more important things of life. Financial worry can occupy so much mental real estate. Life goes fast. It is important to free up these burdens so that you can focus on the things that really matter: family, relationships, passions, travel, spiritual growth, and accomplishing bucket list items. This is our goal for you.
We have an enlightened philosophy around financial independence that is integrated around wealth management, risk management, tax management, debt management, and estate planning. All pieces of the puzzle. Our view is that if your financial plan is not fully integrated, it’s flawed.
The mission of GreenStar Advisors is to deliver truly comprehensive financial advice that is simple, proactive, and accountable. This is what we believe:
However you may choose to measure us, we measure ourselves through our success in minimizing your financial worry. We see that the core worry that many people have is running out of money. Our job is to not only minimize this possibility, but to help you emotionally, spiritually, and intellectually feel financial freedom so that you may enjoy a richer life.
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