The Wealth Evolution Solution
At Green Private Wealth, we understand when you go through a life transition, you also set in motion money decisions. Your greatest need during those times is a voice of wisdom and expert advice that aligns your financial goals with your life goals. Our professional team takes an advanced approach to developing your financial plan through comprehensive, customized and disciplined wealth strategies.
Our unique process – The Wealth Evolution Solution™ (WES) – helps clients gain clarity and confidence in achieving their financial and life goals during transitions. It begins with analyzing your current situation, developing an investment strategy that protects your wealth, minimizes risk, lowers your tax burden and increases net worth, year after year.
1. Discovery Session
Details about your current situation and goals are gathered through the completion of a personalized Discovery Workbook.
2. WES BLUEPRINT
We complete a comprehensive review of your situation and provide guidance on how to achieve your goals.
3. WEALTH ENHANCER
We develop an investment strategy based on your tolerance for risk, time horizon and goals.
4. Wealth Protector
Protecting your financial plan from risk, including death, disability, long-term care or critical illness, is an essential part of our process. We identify these risks and develop the strategies to reduce or eliminate them.
5. TAX INTEGRATOR
We analyze your current plan for tax efficiency and propose strategies to implement now or for future consideration.
6. WEALTH TRANSFER
By methodically reviewing estate and legacy plans, we ensure your goals are met and that you avoid unnecessary taxes or administrative delays.
7. WES REVIEWS
Ongoing, sound financial advice is a key factor for your success. Reviews and updates are scheduled regularly to ensure continued progress in achieving your goals.
8. Friends and Family
As a special service to our clients, we offer a complimentary second opinion review for friends and family members.