Your financial goals are safe with us
The financial advisor you didn’t know existed.
At 27, I lost all interest, and tolerance, for two very specific things.
Thing 1: defining the parameters of success because someone has an extra 30 years on me
Thing 2: listening to the phrase, “they might be a good client when they’re older, but not right now”
Can I tell you something? You didn’t deserve it when that older, out of touch, financial advisor told you your aggressive coffee habit is why you can’t afford a house. You also didn’t deserve it when they sat you down, looked at you kind of funny, then denied you access to the financial education you were bravely seeking.
At this firm, we embrace your quirks, and welcome your weirdness. We encourage you to be nothing but yourself because the more authentic the relationship, the more capable the service. We will not just listen, we will listen well. We will not just act, we will act with intention. We will make you feel heard, because you have been silenced for too long. That’s why Green Cedar Finance exists.
To redefine people’s perceptions of the financial services industry by delivering strategic financial advice that just hits differently. I want to show you that a financial plan can be a powerful tool and an accepting, unpretentious financial advisor can be a powerful ally.
I aim to be the financial advisor you can count on to create a better picture for your right now and your future.
When you have your own personal financial cheerleader, propelling you towards your goals, envisioning your financial future becomes exhilarating. When you furnish actionable plans and dispense honest advice, far out dreams suddenly seem within reach.
These things are possible. Yes, even for you, dear millennial. Even with your debt, the soaring house prices, the cost of living, the global pandemic, and the… you get it. I don’t care what anyone says; life is hard for our generation.
But that just means we’ve got to be smarter with our money, more strategic with our investments, and better at planning for the future. And with an experienced, passionate, and understanding financial advisor like me by your side? It’s never been easier.
To deliver the best financial planning service to our clients, both sides of the relationship need to feel heard and respected. Before we get started, it’s a good idea to make sure we’re a good fit. Here’s how you’ll know if you should swipe right.
For us, you’re a good match if you’re eager to learn more about the different areas of your financial picture, appreciate the value of our expertise, are driven to succeed, and don’t fit inside a box. You’re unique, so your financial plan should be, too.
Okay, now how do you know if we’re a good fit for you?
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