Welcome! Green Financial Planning is a fee-only, hourly financial planning practice located in Central Florida. We provide hourly, as needed financial planning and investment advice. Ultimately, our goal is to help people, so if you are looking for straight-talk, honest answers, and an advisor who has your best interest at heart, you have come to the right place.
How Green Financial Planning is Different
We have a fiduciary obligation to act in our clients' best interests. We do not sell products or receive 3rd party compensation from any source. As a fee-only financial planner, our sole compensation comes from the fee you pay to us. Our relationship may be one-time, project based, topic oriented, or even a full financial assessment.
It’s All About You
No two clients are the same. At Green Financial Planning, we work with individuals and families from all walks and stages of life. This means that we work with individuals and families who have a variety of needs: just starting out, pre-retirement, retirement, and do-it-yourselfers. We provide a variety of services as well, everything from one-time reviews to second opinions and periodic and ongoing investment management.