Estate Planning

What is the Viridian Whiteboard Process?
What is the Viridian Whiteboard Process? 150 150 Viridian Advisory

Our first meetings at Viridian are very important. It provides the opportunity for our clients to understand us and for us to understand our clients.…

read more

Why I introduced my father to Viridian
Why I introduced my father to Viridian 150 150 Viridian Advisory

I think that anyone my age that becomes more financially aware, starts to look at their own situation and the people around them. This happened…

read more

How I’m educating my kids about money
How I’m educating my kids about money 150 150 Viridian Advisory

I’m currently 55 and would like to be in a position to retire in the next decade. With that in mind, my wife and I…

read more

5 things to think about if you have a child with a disability
5 things to think about if you have a child with a disability 150 150 Viridian Advisory

As a financial planner who has a child with a severe intellectual disability, I regularly speak at conferences and other events for families with disabilities.…

read more
  • 1
  • 2
Enter your
text here

Get in touch

[recaptcha]

Sign Up Now