Green and Gold Financial Planning wants to start talking to you about what your ideal financial life looks like and how we can help you get there. My name is John Cooney, and I founded Green and Gold Financial Planning because I want to help people live better lives and to worry less about money impeding their financial goals.
I help you work towards these goals by providing expertise, education, and accountability along your financial journey. I hope this website will serve as the starting point of a professional relationship that will be both rewarding and productive. If you are a Reservist or a member of the National Guard, you are familiar with retirement points, or at least you should be.
I help you work towards these goals by providing expertise, education, and accountability along your financial journey. I hope this website will serve as the starting point of a professional relationship that will be both rewarding and productive. If you are a Reservist or a member of the National Guard, you are familiar with retirement points, or at least you should be.
Services
We do this through a process that focuses on identifying what your financial goals and dreams are and working together to achieve them. I help in this journey by providing expertise, education, and accountability to my clients to develop their confidence in taking financial actions that align with their financial goals.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
At Green and Gold Financial Planning we both understand and value how important your time is to you and your families. We have structured our business to ensure we are as flexible as we can be in meeting with you to deliver our financial planning services. We have found the most valuable way to do this is to center our meeting strategy around the virtual space.
At Green and Gold, we believe that financial planning is more than just a plan, it is a process. The plan itself is important to capture where you are and where you want to go, but it is what happens after the plan is complete that will drive success.
With this in mind we have developed a process to ensure that we capture the present information in the plan, but continue to collaborate as we move forward to make sure we can constantly refine and adapt the plan as your life changes.Generally, putting together the initial financial plan will require 3-4 meetings between me and you.
With this in mind we have developed a process to ensure that we capture the present information in the plan, but continue to collaborate as we move forward to make sure we can constantly refine and adapt the plan as your life changes.Generally, putting together the initial financial plan will require 3-4 meetings between me and you.
Comprehensive Financial Planning is a process that financial planners use to understand what your current financial picture looks like, help you identify and prioritize your goals, and devise a strategy to achieve those goals. To create a truly comprehensive plan, we will examine each of the areas described below.
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