John Cooney

MBA

Green and Gold Financial Planning, LLC

Owner

John Cooney

MBA

Green and Gold Financial Planning, LLC

Owner

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - John Cooney, MBA

John Cooney is a Brockton, MA financial advisor and registered investment advisor. Green and Gold Financial Planning, LLC specializes in financial and retirement planning to help clients work towards their financial goals at all stages of life. John Cooney is a fiduciary financial planner.

John Cooney is a fee-only financial planner who founded Green and Gold Financial Planning to provide comprehensive financial planning to veterans and their families.  John is a graduate of West Point and during his 18 years in the US Army, he has had the pleasure to serve his country on four different continents.  When not working with clients or attending his drill weekend, John enjoys spending time with his fiancé, cooking, running, and cheering on the Boston area sports teams.

John Cooney's fiduciary obligation is governed by:

  • XY Planning Network
  • National Association of Personal Financial Advisors (NAPFA)

At Green and Gold, we believe that financial planning is more than just a plan, it is a process.  The plan itself is important to capture where you are and where you want to go, but it is what happens after the plan is complete that will drive success.  With this in mind we have developed a process to ensure that we capture the present information in the plan, but continue to collaborate as we move forward to make sure we can constantly refine and adapt the plan as your life changes.

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Advice
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Military
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Monthly Retainer

Professional Designations & Affiliations

  • XY Planning Network
    John Cooney is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • National Association of Personal Financial Advisors (NAPFA)
    John Cooney is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Financial Planning Association
    John Cooney is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact John Cooney

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