Independent Hourly Financial Planner
Clear, conflict-free guidance to help you navigate your retirement journey.
My name is Bill Green, and I believe that everyone—regardless of their asset level—deserves access to high-quality, objective financial advice. As a CERTIFIED FINANCIAL PLANNER™ professional with over 3 decades of experience, I founded my practice on a simple premise: I work for you, not for a financial institution.
My Approach: Advice-Only
I operate on a strictly "advice-only" basis. You will never be sold a product, and you will never be required to move your assets or pay ongoing management fees. My goal is to empower you to take the driver’s seat in your own financial life. Whether you are a DIY investor seeking a second opinion or someone navigating a major life transition, I provide the technical expertise and the "big picture" strategy you need to move forward with confidence.
How I Help Clients
I specialize in helping clients cut through the complexity of modern retirement. My primary focus areas include:
Retirement Income Modeling: Creating a sustainable "paycheck" from your savings while managing tax impacts.
Tax-Efficient Withdrawal Strategies: Helping you preserve more of your wealth by drawing from the right accounts at the right time.
Complex Financial Navigation: Providing clarity on everything from OAS/CPP optimization to estate planning and insurance needs.
Objective Second Opinions: Serving as your sounding board to ensure your current portfolio and plans are actually aligned with your long-term goals.
Why Work With Me?
Financial planning shouldn't feel like a sales pitch. When we work together, you get 100% of my attention and expertise, billed by the hour. We focus on your questions, your goals, and your peace of mind—nothing more, nothing less.
Request an Introduction
Ready to get started? If you are looking for objective, hourly guidance, I invite you to reach out. Once you submit your request, you will be under no obligation to move forward; the next step is entirely up to you.