Justin Green, CFP®, MSPFP
Financial planning for your business & your life.
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Serving Clients Nationwide
Financial planning for your business & your life.
Areas of Focus
- Cash Flow
- Coaching
- Investment Management
- Owning a Business
- Taxes
About Justin Green, CFP®, MSPFP
Hi, I'm Justin Green. I founded Assist FP to help online business owners navigate the financial challenges associated with being a business owner. I love all things business & wealth so it was only natural for me to share my passion with other business owners looking to bridge the gap between their business and building long lasting wealth.In my free time, I love to spend time with my wife, daughter, and friends. I’m usually in a gym or somewhere by the water during the summer (I hibernate during the winter). I love to read business and personal growth books, listen to podcasts, binge documentaries, or watch Boston sports during my downtime.
I believe that life is too short to take it seriously all the time, so I try to inject humor often. A little laughter goes a long way.
➕ Professional Background
I decided to pursue my interest in personal finance a few years after receiving a Bachelors of Science in Sports Management from the State University of New York at Cortland. I was living in Manhattan, Kansas (the Little Apple) at the time and I decided to enroll in the Personal Financial Planning program at Kansas State University.
In 2016, I completed the education requirement of the CFP® certification and entered the profession at a small fee-only firm on Cape Cod, MA. During that time, I became a CFP® Professional after fulfilling all of the necessary requirements. In December 2019, I graduated from K-State with a Master of Science in Personal Financial Planning (MSPFP).
In 2021, I launched Assist FP. At some point, I will probably add more designations and add to the alphabet soup after my name.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Science in Financial Planning (MSFP)
Affiliations
-
National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
Marlborough, Massachusetts
Video
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Assist FP
Do Any Of These Sound Like You?✔️ You’re in your 30’s or 40’s and building a young family that you want to enjoy life with right now.
✔️ You also want to make sure your family is taken care of in the future.
✔️ You struggle making strategic financial decisions in your personal and/or business life.
Who We Work Best With:
We help online business owners & millennial families with their money.
What's Included
🔮 Financial Vision
💸 Money Management
💰 Tax Planning
📈 Saving & Investing
🛡 Insurance Planning
📝 Estate Planning
Education
Masters of Science in Personal Financial Planning from Kansas State University
Hobbies and Interests
- Basketball
- Exercising
- Family
- Reading
- Sports
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Content Creators
- Dual Income Family
- Entrepreneurs
- Families
- Gen Y / Millennials
- Individuals
- Young Families
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Write a Review
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Amazing experience!
Amazing experience, would highly recommend
Hire Immediately
Finally feel like I'm in charge of my finances after 6 years as a business owner
I am a huge fan of Justin's
The Highest Quality Expertise
Very helpful
Outstanding Financial Advisor - Truly Top-Notch
Professional, Client-Centered Approach. Highly Recommend
The Whole Package
Great asset to the financial planning world
5 Stars
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