Do you want to create a plan for your finances, and make sure you’re on the right track? 

This financial planning service is designed to help you if you want to make the right financial decisions, you want to make sure all of your money is going to the right place, you’re expecting life changes and want to be prepared, or you’re combining finances for the first time.

 

Why is Financial Planning right for you?

Fiduciary, legally required to put your interest first: As a Registered Investment Advisor, member of FINRA, our firm is required, by law, to put your interest first.

Flat fee only: No hidden fees.  No commissions.  All recommendations based on your best interest, not trying to make a sale.

Education focus: Sharing wisdom to help you make informed decisions.

Reduce your biggest expenses: Review of your taxes and company benefits to help you reduce your biggest expenses.

Increase your income: Get strategies to increase your income, while keeping your job.

Reach goals faster: Recommendations that will help you put your money in places to help you get to your goals as quickly as possible.

Faith-based Planning: We offer a Bible-based approach to planning for your finances.

What will you get with Financial Planning?

Financial Checkup: Get a quick snapshot of how you’re doing with managing your money.

Cash Flow Plan: Understand where your money is going, and have a plan that will allow you to increase income and cut expenses.

Goals Assessment: Tell about all of the things you want to achieve with your money.

Income Strategies: Get recommendations on how you could be increasing your income — without impacting your 9-to-5.

Expense Reduction Strategies: Get recommendations on how you could drastically cut your monthly expenses.

Employer Benefits Review: Review your company benefits package to discover hidden savings.

Tax Review: Review your previous taxes to see if you’re missing out on substantial tax-savings.

Insurance Recommendations: Help you protect you and the people you love by ensuring you have the appropriate insurance.

2 One-hour Online Sessions: Personal one-on-one discussions right from the comfort of your own home.  We’ll take all of your questions and concerns to make the plan that’s right for you.

What is the process?

Initial 30-Minute Phone Consultation

One-Hour Discovery Session

One-Hour Recommendation Session

Implement Your Plan

How much does Financial Planning cost?

Ready to get started?

Schedule an initial consultation today for just $29.  To schedule your consultation you’ll be asked to make a small one-time payment of $29.  We’ll reach out to you within 24 hours to schedule your initial consultation.

This small payment ensures we only get serious inquiries which allow us to spend more time helping our existing clients.

What do other people think?

If you’re looking for a financial advisor that will simplify the process of how to invest in stock market to achieve your financial goals, without charging you hidden fees, then Craig at Green Financial Solutions is your man. 

Mitchell Yokogawa

Asset Manager

Definitely feel great for my potential to reach my 2019 investment and savings goals.

Warner Brown

Nurse

He is educated and well versed in financial consulting. He’s also honest, friendly and most importantly clear and concise and is able to break down answers to questions in a way that’s easily understood.

Michael Walker

Engineer

Contact

Phone: (424) 253-6486

9320 Wilshire Blvd. Beverly Hills, CA 90212

craig@greenfinancialsolutions.net

 

Check the background of your financial professional on FINRA's Brokercheck.

Access to Green Financial Solutions services is only available to clients pursuant to an investment advisory agreement, and accepting delivery of Green Financial Solutions' Form ADV and Part 2 Brochures. You are encouraged to read these documents carefully. All investments involve risk and may lose money. Green Financial Solutions does not guarantee the results of any of its advice or account management. Clients should be aware that their individual account results may vary.

Registered representatives associated with this site may only transact securities business with residents in California.