Retirement Planning

Wealth Evolution Solution

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.

Protecting & Growing Your Wealth and Future

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Woodstock Office

112 Springbank Avenue

Woodstock, ON N4S 7P8

Phone: 519-539-8212

Toll-Free: 1-888-539-8212

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Burlington Office

200-5045 South Service Road

Burlington, ON L7L 5Y7

Phone: 905-319-8977

Toll-Free: 1-844-319-8977

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