Hello and thanks for visiting my site! My name is John Cooney, and I founded Green and Gold Financial Planning because I want people to live better lives and to worry less about money being an impediment to living that life
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.
I offer several different types of services, from hourly planning to on-going financial planning, to investment management, because not everyone who needs a financial planner is in the same situation. By structuring my services this way I believe I can help not just the wealthy get wealthier, but I can help everyone start building and living the financial life they envision.
As a former active duty officer and current serving reserve officer, I have a unique insight into the financial opportunities and challenges that service members face, and have designed specific packages to assist with those issues, all priced based on your current rank.
Whether you have served in the military or not, Green and Gold Financial Planning is here to help you with your financial life. I understand the time demands that exist on everyone and have structured my business to be flexible and responsive to your time. We can work face to face in my office, on the phone, or virtually over the internet to make sure your questions are answered.
As a fee only planner and a candidate for CFP ® certification, I have a fiduciary responsibility to my clients. What does that mean? It means that you can be 100% confident that the advice I give to you will always be based solely on what is in your best interests. I am not paid commissions or referral fees on any of the recommendations I make. I once got a fortune cookie that said, “Action is worry's enemy.” I could not agree more, take action today, contact me so that we can start making a plan!
You can email me at firstname.lastname@example.org to schedule an introductory call. Let’s - together - talk about what is worrying you and how we can address those concerns and put an end to that worry. I am looking forward to the opportunity to hear from you today and working together for the future.
Learn more about myself and Green and Gold Financial Planning by reading through our ADV Part 2A.