GreenLife Advisors was created to help you reach your financial goals through a pragmatic planning and investing process.
The GreenLife Approach
There is no ‘one size fits all’ approach to financial planning and investing. Everyone has different needs for their family and future, as well as different styles with which they are willing to approach their finances. Through a measured and consistent financial plan, GreenLife Advisors believes in providing a personal experience for each and every client. Learn more about our philosophy
Investing
Through one-on-one discussions in which goals and objectives based on your particular circumstances are established, we will develop a personalized investment policy and plan for you. Learn more
Financial Planning
Financial planning is a holistic evaluation of your current and future financial situation. We work with you to predict future cash flows, asset values, and capital withdrawal plans. Learn more
GreenLife Services
We are ready to help you throughout every step of your financial journey. Whether it’s providing an upfront consultation, developing a financial plan, or implementing a comprehensive approach to your finances and investments, GreenLife Advisors is ready to work with you. Our services will bring peace of mind and financial stability to your life.
As Chartered Financial Analyst® (CFA®) professionals and CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, we are happy to assist you with planning for women, virtual financial planning, retirement planning, private school and college planning, other education planning, marriage planning and divorce planning. We are proud to be located in Westchester County, New York and are easily accessible to the greater New York Metropolitan region. Please follow us on social media to stay up to speed on industry news, tips, and financial thoughts from GreenLife Advisors.
Investment Management & Comprehensive Financial Planning
When we holistically help manage your financial life and allow you to focus more on your
day-to-day life.
Comprehensive Financial Planning
When you require just ongoing comprehensive financial planning.
Quick Start
If you’re unsure of your ongoing financial planning needs, but have an immediate
question, the quick-start service may be for you.