Financial Planning And Hands-On Wealth Management For Landscape Entrepreneurs
Get the specialist guidance and real-world support you need to help you build financial strength
Success has made your finances more complex than ever
And you don’t have a team to help you coordinate and implement a clear plan. So…
Hands-On Wealth Strategy for Landscape Entrepreneurs
We help people who own businesses like these…
The Verde Wealth Blueprint
4 Steps Toward Evergreen Financial Confidence
1
Unify the Landscape
First, we’ll organize the many aspects of your business and personal financial landscape so everything — and everyone — is on the same page.
2
Plot Your Path
Second, we’ll build your personalized roadmap and step-by-step action plan.
3
Work the Plan
Next we’ll work the plan with you, by implementing our tasks, coordinating with the rest of your team, and meeting consistently to track progress.
4
Grow Your Wealth
Finally, we’ll manage your investments to help your wealth flourish and update your action plan as you make progress toward your goals.
3 Ways to Work with Us
Comprehensive Wealth Management
You’re a successful Landscape Entrepreneur and you need holistic advice that coordinates your personal and business planning to lower taxes, invest wisely, and optimize your life and business.
Typically best for successful business owners with significant complexity in their financial lives. You desire to transition out of your day-to-day business responsibilities in the next 5-6 years.
Situational Financial Planning
You’re building your Green Industry business but still on the path to success.
Typically best for business owners who need to begin planning for their personal OR business goals, but don’t have the time or capacity to do both currently.
Investments Only
Your life and landscape business keep you incredibly busy. You know you don’t have time for Comprehensive or Situational Planning, but you want to make sure your investments are professionally managed and you are saving enough to hit your long-term goals.
Typically best for business owners who have over $750,000 saved and make over $350,000 of household income.
Hi, I’m Nathan Serven
If you’re like most successful landscaping business owners, your financial life is likely growing more complex every year.
You’re likely making a great income, but you don’t have a solid plan to turn your income into financial strength….and no one person is quarterbacking the process to help you execute your financial strategy. So it can feel confusing and frustrating.
That’s where my team and I come in.
We work with successful landscaping and “green industry” business owners just like you.
Our fee-based financial planning and ongoing wealth management services are designed to help you make steady financial progress across the many areas of your life and business.
To see if we’re a good fit for you, just book a 30-minute intro call here.
Meet Your Team
You need more than An “Investment Guy”
We’re here to help you build a solid financial roadmap that integrates the many aspects of your life and business.
Free Wealth Guide for Green Entrepreneurs
The Verde Wealth Accelerator
A step-by-step action guide for how to maximize your business value and build real wealth in your landscaping business.
Ready to Build Your Strong Financial Future?
Book a call with us today.