Why
Is Greene Financial Right for You?
A message from Sam before we meet.
Feel Clear, Confident and in Control of Your Financial Future.
You’ve handled life. Now it’s time to make sure your money supports the next chapter.
Why So Many Women & Couples Choose Us
If you’re in your 50s or 60s and feeling unsure about how you’ll fund retirement, you’re not alone. Many clients we work with have spent years juggling work, family, or navigating life changes, often without clear financial guidance or goals.
You’ve likely thought about retiring however, haven’t taken action in understanding how you’ll get there, comfortably.
That’s more common than you might think.
At Greene Financial, we make planning for your future feel simple and stress-free. No jargon, no pressure. Just clear, honest advice tailored to where you want life to go next.
If any of these questions sound familiar, you’re exactly where you need to be.
“Do I have enough to retire?”
“Is my super set up properly?”
“What if I’ve left it too late?”
What Makes Greene Financial Different?
- Speciality advice for women & couples in their 50’s & 60’s: Especially those navigating change, independence, or wanting to retire soon.
- No financial jargon: We focus on simple language that still makes you feel in control of your finances.
- Safe space to ask questions: No question is too silly and we thrive on giving you honest advice.
- Collaborative planning: We work together to create a clear, doable plan that fits you.
- Ongoing support: Life changes, so your financial plan should too.
What Our Clients Say
“Sam has been amazing , guiding me through a difficult time and making the process so easy and rewarding.
Her explanations were thorough and it is extremely comforting to know that she is only a phone call away whenever I need her expertise.
I was happy to recommend Sam to friends and family.”
Michele Best
“Sam has offered me life changing support and financial awareness planning for right now and for my future.
I trust her. Clearly outlined, straight forward, plain English with a little bit of emotional guidance and support thrown in.
I cannot recommend Sam more for everything she has done to help me.”
Rachelle Holt
“Sam is so amazing and her knowledge and experience in planning for future retirement is outstanding.
As I was clueless on understanding how to manage my finances, Sam had the patience of a saint.
She would go over things until I fully understood were I was investing my money. I highly recommend Sam, she is worth every cent.”
Frances Cucuzzella
