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.
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The mission of GreenStar Advisors is to deliver truly comprehensive financial advice that is simple, proactive, and accountable. This is what we believe:
- We believe in providing strong leadership to you so that our best advice is a clear path into your future.
- We believe in the Fiduciary Standard and that people should only work with advisors bound to act in your best interest.
- We believe in fully liquid investments. This means that in most cases, clients could go 100% to cash at a moment’s notice without paying any costs, trading fees, surrender penalties, or early redemption fees.
- We believe our service to you must be responsive, immediate, thorough, and exceed your expectations.
- We believe in educating you with our best ideas, knowledge, and thoughts because education is empowerment.
- We believe that one of our core talents is anti-procrastination and holding clients accountable to take actionable steps toward their goals.
- We believe that our core duty to you is to advise you toward maximizing long-term wealth while preserving present day needs, and giving you an excellent experience along the way.
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.