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Welcome to Green Leaf
Financial Consulting

Where your dreams and goals are our passion.

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Solutions for Your Journey
to Financial Freedom

My practice is built on helping small business owners, families, and women take control of their financial well-being. We invite you to learn more about the different people that we work with.

Individuals and Families

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.

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Female Investors

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.

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Business Owners

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.

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Is Your Wealth
Working for You
and Your Family?

Financial planning is a dynamic process that evolves alongside your life. We work to understand your specific circumstances to build a strategy that aligns with your household's long-term objectives.

  • We help you identify your core financial objectives and develop a strategy focused on your specific milestones to help support your lifestyle and future.

  • We look for ways to manage the impact of taxes on your investments, helping you keep more of what you earn through proactive planning.

  • Protecting your loved ones is a cornerstone of any strategy. We help you evaluate coverage options intended to provide a financial safety net for your family.

  • Planning for future healthcare needs helps protect your assets. We guide you through strategies designed to address the potential costs of long-term care.

Work with a Team who Works for your Trust

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.

Retirement Strategy After a Job Loss

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
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Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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Understanding Qualified Charitable Distributions

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
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A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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