Green Financial Planning
As a financial planner of Garrett Investment Advisors, an independent firm, our goal is to provide competent, objective financial planning and investment advice accessible to real people.
At Green Financial Planning, we want to discover what is important to you and see your vision of where you want to go with your money and provide you with the planning to get there.
What We Believe In:
- Integrity: To be honest and fair.
- Objectivity: Unbiased and data driven information.
- Confidentiality: Our relationship will be built on trust.
- Professionalism: We will strive to engage in the most professional manner.
- Authentic: Be who you are
- Clarity: Easy to understand and remember
- Simple: Is usually better
- Financial Planning: is an ongoing process
- Do the right thing. If you do the right thing you generate trust.
- Do everything to the best of your ability with the time allotted. This means the little things. They make a difference. This is a commitment to excellence.
- Duty of care for client. We are a strong supporter of the Fiduciary Standard and Oath.
WE WILL ....
- Place my clients’ best interests first
- Act with prudence; with the skill, care, diligence, and good judgment of a professional