Don’t wait until retirement to enjoy your life.

Financial planning to give you traction on what matters right now.

 

We create financial strategies, based on clear goals, and utilize your money as a tool, to help you gain traction on what matters to you now, and in retirement.

– Green Rock

Is your money working towards what really matters? Does your financial plan benefit your life today?

Does your financial plan actually help you create the life you want now? Are you planning for retirement but feeling like your destined to spin your wheels until that day comes? What if there was a better way? What if you could make your money work for you today, not just tomorrow, because if you can’t enjoy your life today then what’s the point?

Process

What you can expect.

Schedule a call

Schedule a 30 Minute introductory call. We’ll talk about what your goals are, what matters to you, and see if you’re in a position to take the next step.

Develop your plan

We’ll get a clear picture of  your financial situation and goals.  Then, we’ll build a road map to minimize taxes, optimize debt, and grow your money without locking it up.

Enjoy today

Maximize your cash flow quickly,  and achieve your financial goals years faster than you envisioned. Watch your wealth grow without compromising your life today.

 

At GreenRock we understand the value of managing your assets and liabilities for cash flow. See what loans you can use differently to increase cash flow now, so you can get traction on your life today, and in retirement. Calculate your index here with our free tool.

 

At GreenRock we understand the value of managing your assets and liabilities for cash flow. See what loans you can use differently to increase cash flow now, so you can get traction on your life today, and in retirement. Calculate your index here with our free tool.

We believe that one of the most powerful things we can do to help people with their money is to set the right goals and create an evolving plan to help them get there faster.  Our team is passionate about building a plan that you can enjoy today, rather than just locking your money up until retirement. We’ll be honest enough with you to challenge your thought process and help you make the best decisions for you and your family. Together we’ll look towards how to make your life better today not just get you to your goals tomorrow.
– Justin Hales, CFP | Founder

How We Help.

Financial Acceleration Framework

Financial Acceleration Framework

Our tool to create a tangible roadmap towards achieving your financial goals faster.

Investment Advice

Investment Advice

We offer Investment advice to grow your money without locking it up so you can pursue short and long-term goals.

Velocity Banking

Velocity Banking

We work with individuals to set up Velocity Banking™ systems that they can use to Become Their Own Banker.

Lifeplan

Lifeplan

We facilitate a LifePlan with the Paterson Center: a journey that helps you discover your unique purpose. LifePlan is a roadmap for your life.

Ready to find out more?
let’s talk.

We’ll talk more about what you are looking for and see if you’re in a position totake the next step.