Individuals and Families
Family life can be rewarding and challenging! Families don’t plan to fail, but many fail to plan. We help real families plan for real milestones and answer real questions.
Female Investors
Women are faced with longer life expectancies, which can complicate retirement strategies. The risk of running out of resources is real. We’ll partner with you to create a plan that puts you in control of your finances.
Business Owners
Everything that you do in your business affects your financial well-being. That is why we have made it a priority to help business owners across the Pacific Northwest carefully chart a course in pursuit of successfully growing and protecting their businesses.
Work with a Team who Works for your Trust
Green Leaf Financial is an independent financial planning and investment management firm offering business owners, families, and women in the Pacific Northwest financial plans that help them to achieve their dreams through our goal-focused process.
We work with you to make informed decisions about how to reach your goals. It is important to us that we explain how your financial plan works in the most straightforward way possible.
Your concerns are our concerns, and we want to be sure that partnering with us helps you to feel confident about your money and informed about your decisions.
We understand the delicate dynamics that exist when juggling the ownership of a business with being a part of a family. We also know that no two families are alike and each is in need of a unique plan that fits them.
What Will You Do With Your Bonus or Windfall?
Your Changing Definition of Risk in Retirement
It Was the Best of Times, It Was the Worst of Times
