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Services

Greenery Financial’s private services are meant for those who are serious about managing their finances and outperforming markets or who want to become world citizens but aren’t quite sure where to start or how to go about it.

All consultations and meetings will be followed up with a summary/takeaways for the client tailored to what was discussed.

If you aren’t sure if we’re a good fit or just have a quick question shoot an email over to Zachary@greeneryfinancial.com or book a 30 minute call – most people looking for direction or clarification only need a brief call. 

World Citizen & Nomad Services

General Consultation

Book a 30 or 60 minute call with Zachary to discuss your strategy and get clarification on specifics.

Strategy & Plan

Have us create a custom plan for you to implement yourself tailored to your personal needs and goals.

Done-For-You Service

Have us handle the CBI process for you, organizing everything so it is as stress-free and time-efficient as possible.

Financial Services

Trade Validation

Get a second opinion on your trade thesis or an investment thesis for stocks, options, or any general financial question.

Investment Validation

Get a second opinion on an online business investment (SEO website purchase, etc) or a physical property investment.

Investment Portfolio or Financial Review

Book a 30-60 minute call with Zachary to discuss anything about Finance, Investing, Banking, etc.

Do note any opinions given are strictly opinions and not advice – I’ll imagine myself in your position and speak from that perspective with the knowledge, experience, and connections I have personally.