About Green Ivy Financial

The main objective of our process is to get to know you personally, as well as financially. We welcome this initial discovery phase as a way to better understand who you and/or your business and what you hope to accomplish in your future.  Understanding of where you are now, helps us better plan for where you want to be in the future.

During the planning phase, we will create a transparent, easy to understand recommendation. We will present our recommendations in a timely manner with a focus on explaining the overall benefit and answering all of your questions.

Once your customized plan is agreed upon, we will make sure to provide a list of open items and our Team will follow up continually to update you on the progress of implementing your plan.

Every financial strategy requires attentive monitoring and consistent review. We utilize innovative monitoring software to ensure that the investments that we utilize are appropriate for your needs. As markets change and personal situations arise, our team will keep a watchful eye over your plan to ensure it is continuing to work towards your goals. As an integral part of your financial strategy, you will have complete access to your plan and its performance via online tools and state-of-the-art software.

With over 30 years experience providing quality financial services. Our advisors have the designation AIF - Accredited AIF – Accredited Investment Fiduciary member. The professional designations awarded by the Center for Fiduciary Studies demonstrate the focus on all the components of a comprehensive investment process, related fiduciary standards of care, and commitment to excellence. AIF designees undergo an initial training program, annual continuing education, and pledge to abide by the designation’s code of ethics.

We listen closely to your individual needs and take the time to understand your complete financial picture — your cash and liabilities, protection, investments and taxes. Through our personal approach to financial planning and advice, we can help you bring your dreams and goals to life.

Offer advice regarding comprehensive financial planning tools and research on individual stocks, bonds, mutual funds, annuities and investment managers across every asset class.

Determine the right choices to fit your objectives and asset allocation strategy. By identifying appropriate options – including ones that are difficult to find on your own – and focusing on your objectives saving you time and money.

Once your investment strategy is implemented, Green Ivy Financial conducts comprehensive periodic reviews of your investment objectives, your portfolio’s performance and overall progress toward meeting your financial goals.