Welcome to Danielle Green CFP®

Financial Services


Hello. I am Danielle Green, with a resource to help you learn the fundamental concepts behind financial planning, and to share fast, easy access to market performance and data.

Go ahead and explore this site. It is intended to be a treasure trove for your learning and for inspiring and empowering you to be proactive in how you manage your personal financial situation.

You will find access to a wealth of information in the form of newsletter articles, various calculators and research reports, all selected to help you understand the financial concepts behind  investing, retirement, estate planning, insurance, tax planning and wealth preservation.

It is my hope that your visit here will help you to see what is possible when you work with a skilled professional in the pursuit and attainment of your financial goals.

While you're here, do drop in to the About Us page so you can get to know more about who I am, how I work, and why you can benefit from working with me.

And even if you were not looking for a financial planner, I hope you will drop me a line if you have questions or comments about the website itself or the financial tools it puts at your fingertips.