Financial Planning
Retire With Clarity & Confidence
Financial advice for women and couples in their 50s and 60s — who want to feel secure, independent, and ready for what’s next.
You’ve worked hard to build your life — now let’s make sure your money supports the future you deserve.
Retirement Made Simple
Who We Help
Feeling unsure about your financial future? You’re not alone — and you don’t need to figure it out alone, either.
At Greene Financial, we work with women and couples in their 50s and 60s — especially those navigating retirement, divorce, or managing money solo.
Whether you’re wondering “Do I have enough to retire?”, stressed about super, or simply want a plan you understand — this is a safe place to start.
What You Gain
A financial plan is more than numbers — it’s your life strategy.
We’ll work together to:
Get Clarity
No more second-guessing. You’ll know where you stand and what’s possible.
Create freedom
With a clear plan, you can focus less on money and more on living well.
Build confidence
Know you’re making smart, aligned decisions — and that someone’s in your corner.
CERTIFIED FINANCIAL PLANNER
Meet Sam
12
Years Of Experience
85+
Advisor 5-star Ratings
Sam is a Certified Financial Planner® with over 12 years of experience helping women and couples in their 50s and 60s feel more confident, clear, and in control of their financial futures. She founded Greene Financial to offer advice that feels supportive, simple, and human — especially for people going through major life transitions like retirement, separation, or managing money on their own.
“There’s no perfect time to get started —
you just need to be ready to take the next step.” - Sam
Our Services
Simple steps. Smart advice. Confident decisions.
Our services cover everything you need to feel financially secure
Keep It Simple
How It Works
01
Clarity Call
A free 15-minute chat to see if we’re the right fit. You’ll share what’s on your mind, and I’ll explain how I might help.
02
Plan Design
We dig deeper into your goals and explore possible strategies.
03
Action Advice
You’ll receive a clear, practical plan — and support putting it into action.
04
Ongoing Guidance
Life changes, and your plan should too. We’ll adjust and support as you go.
Real People. Real Stories.
Hear how other women & couples have found peace of mind, practical advice, and a renewed sense of direction with Greene Financial.
Start with a conversation
Hear Their Experiences
We deliver relevant financial news and education, straight to your inbox on the 1st Monday of every month.
