Walter Green
A native of Northwest Arkansas, Walter grew up combining his love of technology with an appreciation for the outdoors. From an early age, he was immersed in financial concepts, learning about stocks, bonds, annuities, and IRAs—lessons that continued into adulthood and married life as he navigated mortgages, car loans, 401(k)s, college funding, inherited IRAs, and budgeting.
With a business degree in hand, Walter spent over 20 years working in technology and people management. His career included a 22-year tenure at the University of Arkansas, where he earned a master’s degree in Operations Management midway through his time there.
After spending decades in IT, Walter shifted his focus to financial planning, with a strong interest in early retirement.
He closed the chapter on his IT career and began a new one—early retirement.
You can follow his personal journey and insights on his YouTube channel: Rewire-Retire.
Today, Walter helps individuals and families navigate financial challenges with a client-centric, conflict-free, fiduciary approach. He offers fee-only financial planning, meaning there are no commissions, and he is compensated solely by the fees his clients pay for his services. This ensures that his advice is always in the best interest of his clients. Walter offers flexible services, including:
Hourly Consultations for specific financial concerns.
Comprehensive Engagements for long-term planning, covering all areas of financial life, with a one-time flat fee.
Ongoing Investment Management, available as a fixed fee or based on assets under management, for clients seeking long-term support.
Walter specializes in helping clients through major life changes in the second half of life. These transitions include:
Early retirement
Preparing for retirement
Healthcare planning before age 65
Retirement income and distribution strategies
Late-stage career changes or encore careers
Social Security claiming strategies
Achieving financial independence
Financial restoration for widows/widowers
Managing finances for aging parents
Estate and legacy planning
Walter lives on 10 acres in the foothills of the Boston Mountains with his wife of 28 years, their two adult daughters (who still live at home), and an assortment of dogs, cats, and chickens. Their son and daughter-in-law live in sunny Orange County, California.
When he’s not helping clients plan for their future, Walter enjoys spending time outdoors with his family, exploring the woods or creek, and assisting his wife with homesteading activities. Walter is an active member of the Cross Church Fayetteville community and enjoys NFL football, green tea, fresh eggs, and chocolate.
contact Walter.
walter@corepln.com
(479) 251-8355
