Services We Offer
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.
Specifically, these services can also include: financial advisement, financial planning, , fee-only planning, virtual financial planning, retirement planning, college planning, education planning, marriage planning, and divorce planning.
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.
Investment Management & Comprehensive Financial Planning
When we holistically manage your financial life and allow you to focus more on your day-to-day life.
Fee: 0.80%-1.20% annual fee based on assets under management; breakpoints begin at $500,000.
With assets under management of $275,000 or more, comprehensive financial planning services are included in the investment management fee.
A client must have $275,000 in assets or more to be enrolled in the investment management & comprehensive financial planning service offering.
Comprehensive Financial Planning
When you require just ongoing comprehensive financial planning.
Fee: $500-$5,000 one-time upfront fee depending on complexity; ongoing $100-$500 monthly fee depending on your needs.
If you’re unsure of your ongoing financial planning needs, but have an immediate
question, the quick-start service may be for you.
90-minute session for $499.
If you decide after the quick-start session to sign up for the investment management & comprehensive financial planning service or the comprehensive financial planning service, the quick-start fee will be applied toward the service chosen.