Products & Services

At Green and Gold Financial Planning, we recognize that not everyone will be ready for an in-depth comprehensive financial planning and on-going service.  You may however find that you have a specific issue or problem that you need financial advice on.  To meet this demand we have implemented an hourly service plan. Financial Planning involving a limited scope may be accomplished via an hourly engagement (e.g., assistance with a retirement plan asset allocation, preparing a tax return, etc.).  For the hourly service, we charge $150/hour and in certain circumstances, this may be negotiable.