Financial Planning
for Women
Many of our clients are successful women navigating career growth, major life transitions, or new financial independence. We provide personalized guidance to help you build a financial plan that reflects your values and goals.
Schedule a Conversation
Meet Your Advisor
Meet Noa Hoffman, CFP®
I became a financial advisor because I saw how many smart, capable women felt uncertain about money — not because they weren't capable, but because financial conversations were often complicated, intimidating, or dismissive.
My goal is simple: help clients feel confident, informed, and in control of their financial future.
Clients often tell me working together feels like having a financially savvy best friend in their corner — which is how the idea for "Your Financial Bestie" was born.
CERTIFIED FINANCIAL PLANNER™
Global Perspective
Who We Work With
Many of Our Clients Are
Professional Women Building Their Careers
Navigating compensation growth, equity packages, and long-term wealth building
Women Navigating Divorce or Major Life Transitions
Rebuilding financial confidence during significant life changes
Women Inheriting or Managing Family Wealth
Taking charge of assets with clarity and a strategy that reflects your values
Couples Seeking Deeper Financial Understanding
Partners working together toward shared financial goals and independence
Entrepreneurs or Executives Balancing Busy Lives
Delegating the financial complexity so you can focus on what matters most
What YOu say
Does Any of This Sound Familiar?
We primarily meet with clients remotely but can meet with you in person in the San Francisco bay area or Lisbon, Portugal.
We provide ongoing financial planning and wealth management to the majority of our clients. We also offer financial planning only for a reasonable flat fee.
Transparent and straightforward pricing is core to our beliefs. We either charge a single flat fee for creating a financial plan and delivering recommendations, or offer ongoing support via a reasonable asset management fee.
You do not have to be a global citizen to work with us! We have a significant US presence and one of our founders focuses is working with our US only clients.
You do not have to be a global citizen to work with us! We have a significant US presence and one of our founders focuses is working with our US only clients.
You do not have to be a global citizen to work with us! We have a significant US presence and one of our founders focuses is working with our US only clients.
Does Any of This Sound Familiar?
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My finances feel scattered across accounts and investments.
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I want a clear plan, not just investment recommendations.
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I want to feel confident talking about money.
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I make good money, but I’m not sure I’m making the best decisions with it.
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I’ve recently gone through a divorce or major life change.
Financial planning should remove stress — not add to it.
Create a comprehensive financial plan
Green Ocean Global assists with insurance planning, tax planning, retirement planning, estate planning, and much more.
Get Started
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. A well-grounded and effective plan goes beyond the realm of saving, budgeting, and investing. It also considers other elements of your financial picture, including insurance planning, tax planning, retirement planning, estate planning, and much more.
By understanding the role of financial planning in meeting your short, intermediate, and long-term financial aspirations, you'll be better equipped to control your financial future.
our process
We Take A Tailored
Approach To Learn About
You And Your Goals.
Discovery Meeting
We identify your goals, priorities, preferences, and any obstacles you may have. We also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.
Fit Meeting
We then take a deeper dive into your situation, with more detailed conversations about your personal and financial goals, to develop a preliminary plan.
Detailed Planning
After building a solid foundation, we deliver a fully realized investment and retirement plan. Our plans address the areas that are most important to you and outline the steps needed to address obstacles. Your plan will also aim to gain maximum returns via a solid, tax-efficient investments.
Ongoing Support
Life is constantly changing, and your goals will too. When priorities change, or circumstances bring new obstacles into your life, we'll be here to discuss these changes, evaluate options, and adjust your plan so you can be deliberate about being successful.
Schedule a Conversation with Noa
Partner with Green Ocean Global to take your financial freedom to the next step and build a bountiful future.