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Our G.I.V.E Process 

G

I

V

E

et to know you

More than just your finances, we also get to know what drives you, your stressors and your dreams.  This is done in a no obligation 30 minute call

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We take the time to deeply ponder your unique situation before we provide you with a fully custom plan.

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We believe that aligning your finances with your values gives dramatically better results and you are more likely to achieve your goals. 

We have no proprietary products, we give evidence based recommendations and we tailor our approach to how you learn best. 

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Pricing

Fair Pricing + Exceeding Expectations = Success

That could be working for you

"2020 Inside Information Fee Study" by Bob Veres

Comprehensive Financial Planning is only $100 / mo extra*

*1.25% charged on first $250,000 for Financial Planning 

We donate 20% of the profits we receive to feed and empower others in the Twin Cities and around the world! 

How do I know if I'm a good fit? 

Our business model is built around the idea that everyone deserves a fair shot in life. 

Because of this, we offer everyone a no obligation 30 minute phone consultation

However, we provide you the greatest value when we focus on more complex situations for clients who are approaching retirement with over

$250,000 of investable assets. 

© Greater Good Financial LLC 2025

 

Greater Good Financial LLC (“GGF”) is a registered investment advisor offering advisory services in the State(s) of [MN, AZ & CA] and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by GGF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of GGF, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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