Our Services

Advice As You Need It

Do you have financial advisor questions, but don't need an entire financial plan or a portfolio management strategy?  You can meet with us and pay only for the time you need.  It's quality advice, as you need it, with no strings attached or products pushed!

​Financial Planning

Garden Financial Planning can help you build a personalized financial plan and investment portfolio to link your cash flow and assets to your future goals.  The plan adapts to changes in your life to help you stay on track.  Planning can be comprehensive or modular.
       Investment Portfolio Design

We can assist you in building or restructuring your investment portfolio, predicated on your risk preferences and risk capacity, as well as your time horizon for investment, particular financial goals, and your specific tax situation (among other considerations). 

Please note that at this time we don't manage money on an ongoing basis.  However, we can assist you with initial implementation of the portfolio design, periodic portfolio re-balancing, and with periodic future portfolio reviews, all on an as-needed, hourly-billed basis.  
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