Helping you achieve financial independence.
Verdant WEALTH Services
We understand that allowing us to help guide your financial decisions is no small thing. But to us, managing wealth goes far beyond dollars and cents… it’s about helping you secure your future.
LET’S START CREATING WHAT MATTERS TO YOU
We are people who believe in the power of a strategic plan. As financial planners we create, implement and monitor plans on a daily basis, but we also believe that each plan needs a purpose. Creating a financial plan helps you see the big picture, set short and long-term goals, and really understand how to work toward those goals in manageable ways. People often tell us that planning is on their long ‘to-do’ list, but it gets pushed aside for family and career commitments. We want to bring peace of mind to your planning with our collaborative and highly trained planners.
When we sit down with you to talk about wealth management, we start by understanding who you are and what you value most. Oftentimes this exchange naturally shifts to identifying similar hobbies, showing off pictures of grandchildren or laughing about the family pet that has captured our hearts. We recognize that the impact of our work extends far beyond our office, and it’s with this in mind that we purposefully pursue our work.
We have an individualized, systematic process. We want to understand who is important to you and where you are currently at along your journey. Together, we develop strategies that align your path with the most important people to you.