Hello and thanks for visiting my site! My name is John Cooney, and I founded Green and Gold Financial Planning because I want to help people make smart financial decisions, develop confidence in their financial situation, and live financially sound and secure lives. I hope this website will serve as the starting point of a professional relationship that will be both rewarding and productive.
Let me begin by telling you a little about what Green and Gold Financial Planning is all about. I understand that serving in the military can be extremely rewarding, but it can also bring unique financial challenges. I would like to work together to provide comprehensive financial planning and turn these challenges into opportunities. Together, we can align your current financial position with the goals you want to achieve.
As a former active duty officer and current serving reserve officer, I am uniquely aware of the challenges veterans face.
* I have gone on deployments with soldiers and officers who did not properly plan for their financial lives while they are away.
* I have seen too many veterans leave the service without a plan for what happens next.
* I have met too many veterans that don’t participate or are even aware of the benefits our country has afforded them for their service.
Whether you have served in the military or not, Green and Gold is here to help you with your financial life. I understand the time demands that exist and have structured my business to be flexible and responsive to your time. We can work face to face, 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.