Investment Advice

For do-it-yourselfers willing to implement our advice and oversee their accounts in the future, we offer investment advice for an hourly fee.


This service includes:
        » The perspective of an independent, objective CERTIFIED FINANCIAL PLANNER
        professional.
        » Asset allocation considerations.
        » Investment specifics with no-load mutual funds and exchange-traded funds.
        » Workplace plan recommendations.
        » IRA or self-employment qualifications.
        » A tax- and cost-efficient approach.
        » College Saving and investing advice.
        » Investing before or after retirement.


All clients receive detailed, written recommendations and action steps that we review with you. Your cost is based on the complexity of the project and our current hourly rate of $125 per hour.

Please be aware that our investment advice takes time to create as it is highly customized and carefully formulated. Consequently, we work with a limited number of hourly/project based clients at any one time and may not be able to meet with a prospective new client immediately. We are confident, however, that our investment solutions and our service will be worth the wait!

For clients with very simple needs our Two-Hour Working Session may be appropriate.

Those with more extensive needs are welcome to schedule a no-cost introductory meeting after completing our introductory questionnaire.

Both principals at Greenleaf Financial Group have completed the rigorous education, testing and experience requirements necessary to become CERTIFIED FINANCIAL PLANNER professionals. All our services follow the standards of the CFP Board, including principles of integrity, competence, professionalism, and diligence.