Your Smart Money Moves Toolkit
A 3-step process to help you evaluate our methodology and make an informed decision about working together.
Greenway Wealth Advisory is a virtual financial planning firm that provides millennial and Gen X families the resources to turn income into wealth so they will have the freedom to live the life they want.
Your Smart Money Moves Toolkit includes:
Money Moves to Make Before 45
Coming into Money? What to do with Sudden Wealth
Women: Unlock your Money Blocks!
Money Wisdom to Pass on to Your Kids
A 3-step process showing you how to make smart moves now that will set you and your family up for financial success.*
*whatever that looks like for you!
Step #1- Request our Smart Money Moves Toolkit.
Step #2- Start the conversation.
A 20-minute phone call will give us both a chance to make sure your needs fit our expertise. We will dicuss where you are currently financially, how that makes you feel and what your definition of financial success is.
We believe having a solid financial foundation is essential to build wealth.
Think About It!
At the end of our call, we will simply ask you to think about it. We are looking to build a long-term relationship, not a quick flip. If you decide that we aren’t a good fit, that is OK and we can even help you find another professional with the right expertise. There is never a hard-sell or pressure to say “yes.”
Step #3- Let’s get started.
Over the next three months, we will have meetings to discuss what Greenway Wealth Advisory believes are 10 wealth building steps every person needs in order to have a solid financial foundation. We will determine where you are currently, where you need to be and create a plan to get there.
Everyone is different, we need to understand you in order to provide appropriate recommendations.
7 Reasons Our Clients Work with Us:
Custom: We customize our financial plans for each individual client, and do not provide canned solutions, this reassures our clients that they are not just a number.
Solutions: We understand our client's challenges and have the experience to offer tailored solutions to meet their financial needs, which helps them sleep soundly at night.
Expertise: We offer a wealth of knowledge and expertise in investment management that helps clients by diversifying their investment risk to make sure their emotions don't get in the way of their goals.
Comprehensive: Your money needs to be aligned with your values and priorities. We offer comprehensive financial services to investors seeking knowledge, expertise, and personalized care.
Comfort: We create an environment where clients are comfortable to ask questions to fully understand their investment and financial plan. We aim to limit the jargon and make money simple.
Prosperity: We help clients achieve financial prosperity by understanding their desires, lifestyle, goals and aspirations and creating a plan to achieve it.
Protection: We help clients avoid exposure to financial risks that threaten their retirement assets by providing advice on life insurance and long-term care insurance, so they don't become a burden on their loved ones.
Enjoy Your Success and Find Your Way Forward to Worry-Free Living
Committed to meeting all your financial planning needs.
The process is simple —
Design your plan:
We get to know you, your finances and your goals so we can build a customized path to get you there.
Make it happen:
With your destination in mind, we tell you where you are now and where you need to be and provide recommendations to get you there. We help you implement your plan and make sure your bases are covered.
Stay on track:
We meet with you regularly to review your plan—life changes, and your plan should adjust accordingly.
Once you schedule a call, you’ll have taken the first step to building a strong Financial Foundation.