GreenStar's Financial Advisor Philosophy

I believe that a sound financial advisor relationship must start with a sound financial plan that leaves "no stone unturned". Because I believe that each client’s situation is unique, I always put together a client specific financial plan that covers investments as well as, cash liquidity needs, real estate, insurance, estate issues, legal issues, tax issues and education planning. I don't make specific investment recommendations without getting to know a client in this manner and presenting them with a comprehensive plan. No changes will be made to your portfolio without first determining which financial vehicles fit with your plan. If it doesn’t make sense with the plan, it doesn’t make sense for you.

Because I believe the burden to get to know your situation is on me, I do not charge clients for financial plans even if you don’t end up as my client. Your financial plan is free and part of your relationship with me. It is simply what I do on the onset of a new Denver financial advisor relationship and it is what I put at the center of my relationship with you going forward.

A core piece of your financial plan is doing everything we can to prevent you from running out of money in your lifetime. Part of your plan is what I will determine as your Personal Inflation Rate. Often people can experience inflation higher than the national rate because of their spending patterns. I factor this reality into your plan.

Above all else, it is my hope that clients can find serenity with their investments and that I can lay things out for them in a way that gives them understanding and vision for where they are heading. I see this ultimately as an investment tool. In investing, one’s emotions can lead to poor decisions; I see a financial plan as helping emotions stay grounded.

The first step is for us to schedule a 5-minute phone call to get the conversation started. Thank you for visiting and I look forward to working with you.

-Chad Gordon

We provide investment management services and financial plans for Denver & surrounding Colorado Front Range communities.  We offer a broad array of sound solutions to help our clients achieve their financial goals. GreenStar offers a free financial consultation to help learn how best to serve you.