Our Services
Basic Subscription
The perfect solution for motivated clients with a “do-it-yourself” mentality.
Essential Subscription
We start with a Comprehensive Financial Plan. Greenbeat Financial will collaborate with you on a quarterly basis to monitor your progress and make impactful adjustments!
Premium Subscription
This is the most complete subscription offered by Greenbeat Financial. A Comprehensive Plan is created and recommendations are implemented. We will meet during monthly check-ins to review your progress and fine-tune your plan. Tax preparation included!
Investment Consultations
These services are designed for clients who have existing investment accounts and need advice on their investment assets.
Tax Preparation
Individual and small business tax preparation can be purchased as a stand-alone service or paired with financial plans and the basic monthly subscriptions.
Financial Office Hours
Short, focused consultations on financial matters. Available in hourly increments for a flat fee.