Warm office background

Meet the founder

Built with purpose.
Led with intention.

Green Peak Financial began with a simple belief: that guidance about your money should feel personal, patient, and genuinely on your side.

Cheyanne Coleman seated with her laptop in front of the Green Peak arch

The story

From one client at a time — to a brand built to last.

Cheyanne started out doing what she does best: sitting across from someone who felt behind on their finances and quietly helping them find a way forward. One return, one plan, one honest conversation at a time.

As word spread, that work outgrew its old name. Green Peak Financial is the same care and the same person — now with a brand built to carry it: intentional, clear, and always climbing toward something better for the people it serves.

Cheyanne Coleman working directly with a client

What Green Peak stands for

The values behind the work.

Trust first

Straight answers, plain language, and no jargon meant to make you feel small. You'll always know exactly where you stand.

Clarity always

Every plan is something you can understand and repeat. If it isn't clear, it isn't finished.

Long-term growth

We're not here for a single season. The goal is steady progress you can watch happen, year over year.

A collaborative financial planning session

What it's like to work together

Personal, patient, and refreshingly clear.

One point of contact.

You work directly with Cheyanne — no call queue, no handoff to someone who hasn't read your file.

No judgment.

Most people arrive a little behind. That's a normal place to start, not something to be embarrassed about.

Plans you keep.

You walk away with a clear plan in hand, whether or not you decide to keep working together.

Year-round, not just April.

A quarterly check-in keeps things on track so nothing drifts.

Book consultation

Ready for your next peak?

Let's build what's next.

Your next financial chapter starts with a conversation.

Book a consultation