At Green and Gold Financial Planning we recognize that investments are often the vehicle clients use to meet their financial goals.  To help in meeting these goals, we work with our clients to understand their goals and risk tolerance to recommend and manage their investments in a way that gives them the best possible chance to succeed.  Using passive investment management and taking advantage of re-balancing and tax-loss harvesting are ways that Green and Gold can help manage your assets for you in a cost-effective and efficient manner.