The Greenstone Process

A Clear Path to a Stronger Financial Future

At Greenstone Financial, we believe great financial planning starts with understanding the bigger picture. Our six-step process is designed to bring clarity, organization, and direction to your financial life while building a lasting relationship along the way.

01 | Goals & Priorities

Understanding What Matters Most

We identify your financial goals, priorities, and any changes in your life that may influence your financial strategy.

02 | Discovery

Putting the Pieces Together

We take a comprehensive look at your financial picture, identifying potential gaps, opportunities, and areas for improvement.

03 | Strategy Development

Building Your Financial Blueprint

Our team develops coordinated financial strategies designed around your goals, bringing together investments, protection, and other planning considerations.

04 | Solutions

Turning Strategy Into Action

We present personalized recommendations, explain your options, and discuss potential benefits and trade-offs so you can make informed financial decisions.

05 | Implementation

Putting Your Plan to Work

We help put your selected strategies into motion, coordinating accounts, paperwork, and other trusted professionals when appropriate.

06 | Ongoing Reviews

A Relationship That Grows With You

Through ongoing communication and periodic reviews, we revisit your goals, evaluate progress, and make adjustments as your life and priorities evolve.

^{Clients who desire ongoing financial planning and sign an agreement for our services, will not be charged the Advisor portion of an AUM Fee on any money we manage through our Investment Advisory Services. Note other fees such as Eagle’s fee, money manager fees, and custodial fees will still be charged. See Eagle’s Form ADV and the agreements you sign for more details. Both Financial Planning and Advisory Services are offered through Eagle Strategies LLC, a Registered Investment Adviser.}

^{Todd Miller offering fee-based financial planning through Eagle Strategies LLC A Registered Investment Advisor.}