Grow Your Wealth,
Secure Your Future,
Leave a Legacy
Conquer Your Financial Challenges
Indeed, financial challenges are a universal aspect of life that most people encounter at some point. These challenges can arise from various factors such as economic fluctuations, personal circumstances, unexpected expenses, or lack of financial literacy.
We help our clients better understand how to integrate and coordinate their financial decisions to build more wealth.
We use a unique and specialized process to design your financial model, enabling you to increase your wealth building and protection.
By emphasizing the integration and coordination of financial decisions, we empower our clients to make informed choices that align with their goals, values, and priorities, ultimately leading to greater financial success and security.
Our planning process is designed to help you reach your maximum financial potential to create as much wealth as possible over a given time.
An easy formula is:
Maximum Financial Potential =
Maximum Benefits +
Maximum Money Supply
How Do You Make Money Decisions?
(Click to View)
Four Ways People Make
Money Decisions
1) Financial Planning
Financial planning focuses on meeting predetermined needs and goals.
2) Needs Planning
Needs-based planning focuses on meeting needs such as saving for a house, college , retirement, paying estate taxes, etc.
3) Occasional Planning
Occasional planning is how many people make their money decisions.
4) No Planning
The results of no planning can be devastating.
Work With Us
We empower business owners and individuals to achieve their financial goals, secure their futures, and navigate the complex landscape of personal finance and wealth building with confidence and peace of mind.
What differentiates Green Life Consulting is our ability to truly connect with our customers and provide the exceptional compassionate service they deserve.
Client Engagement Process
Schedule Your Wealth Strategy Session
We collect data to verify and assess your present position
We identify financial goals, challenges, and resources
We determine appropriate financial strategies
We develop and help you implement your Wealth Strategy
We stay in contact with You to Cultivate the Relationship
You Refer A Loved One or A Friend
Our Mission
To guide Business Owners & Individuals in Navigating Their Unique Financial Challenges with Comprehensive Insurance, Retirement Income Planning , and Estate Planning Solutions that Enhance Financial Wellness.
How We Plan With You
To Make Money Decisions
Services Include:
Protection- Comprehensive Insurance
Safety- Estate Planning
Growth- Retirement Planning & Business Solutions
PROTECTION: Comprehensive Insurance
*Life
*Auto
*Home
*Health (Group/Individual)
*Commercial
*Umbrella
*And More...
SAFETY: Estate Planning
*Last Will & Testament
*Revocable Living Trust
*Durable Power of Attorney
*Health Care Surrogate Designation
*HIPPA Authorization
*Living Will Declaration
GROWTH: Retirement Planning
& Business Solutions
*IRAs
*401(k)s/ 403(b)s
*SEP Plans
*Annuities, GIAs
*Business Development
*Business Continuation
*Bookkeeping
*And More...
We will help you build wealth, protect your assets, save for retirement, or navigate any other financial challenges.
Stay Informed
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©2019-2025 by Green Life Consulting, L.L.C- "Green Life Consulting", GLC refers to the brand under which Green Life Consulting member firms and affiliates provide genuinely high-quality bookkeeping, insurance and advisory services to their clients and/or refers to one or more member firms and affiliates, as the context requires. Its member firms and affiliates are not agents of, and do not obligate, one another and are not liable for one another’s acts or omissions. We offer insurance by phone, online and through independent agents. Prices vary based on the service/product you buy. Each insurer has sole financial responsibility for its own insurance. Not all insurers are authorized in all states. Not all products, coverage, & discounts are available in every state. Restrictions, exclusions, limits, and conditions apply. Discuss with an agent for details. All Rights Reserved.