We offer independent, objective financial planning and advice -- without account minimums or conflicts of interest. Because your life, the financial landscape and market conditions are always changing, we offer flexible services to help you achieve your financial goals.

Why Choose Us?

Objectivity:    As a fee-only firm, we receive no commissions from the sale of financial products.
This allows us to evaluate all financial products and strategies objectively, and only recommend those which are best suited for you.  

Accessibility:    We don't require account minimums or a specified net worth. You don't have to have a fortune to start building one.

Hourly Fees:     Our service allows you to seek help for a single, pressing financial need (such as investment allocation) or get a comprehensive financial plan. You only pay for as much planning as you need.

Trust:   Our only consideration is to provide the best advice possible for each and every client. As an independent, fee-only firm we are not influenced by sales commissions or company goals. 

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COMPLIANCE DISCLOSURE

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Greenleaf Financial Planning. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered through Greenleaf Financial Planning,  a registered investment advisory firm in the state of Texas .

The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Texas or where otherwise legally permitted.
We are legally empowered to provide investment advisory services to residents of Texas and certain other states.