Making Money Simple for Women, Millennial Families and Parents Preparing to Pay for College.
Financial guidance for overwhelmed people.
Are you confident in how you manage your household’s finances?
As your trusted financial partner, we help you seize your dreams and achieve financial independence, regardless of your circumstances.
Young Families / Millennial Families
Are you struggling to balance family obligations and your personal financial goals? Or is the thought of planning for an uncertain financial future feel daunting and stressful?
As a young family, you’re faced with unique challenges. You need to juggle supporting your current family’s needs with planning for your children’s education and taking care of your elderly parents, all while finding a way to also save for retirement.
But financial planning doesn’t have to feel overwhelming. At Greenway Wealth Advisory, we will partner with you to help you live the life you want to while providing for the people you love.
Get your financial life back on track with custom spending strategies and pave your family’s way to financial security.
Women
Life isn’t simple, but your financial future can be.
Whether you’re a superstar mom, a professional woman, a female investor, or somewhere in between, you might feel overwhelmed and anxious at the thought of discussing money.
But surveys show that 80-90% of all women will be solely responsible for their finances at one point in their lives.
Start building the foundations of your financial independence today! At Greenway Wealth Advisory, we support, guide, and empower women to develop sound financial strategies, protect themselves and their loved ones, and play an active role in their financial future.
Families Preparing to Pay for College
As a parent, you want to give your children the best chance in life—and this often includes education.
You might have a nest egg already but paying for college is a unique financial challenge for many families.
You might still be paying your student loans and struggle with whether taking out more loans for your kids’ education is a smart idea.
Or you might be concerned you are hurting your retirement and might become a burden to your children if you direct your savings to their education instead.
At Greenway Wealth Advisory, we aspire to support families preparing to pay for college by walking them through their options and working with them to plan their and their kids’ financial futures.
Our Process
“Your decision to walk creates the path ahead.” – Paulo Coelho
Define your goals
Every individual and every family are unique. We’ll work with you to define your future goals and understand how your finances tie into them.
Gather data
To determine your investment needs, we will collect and assess your personal and financial information. We place emphasis on your security and peace of mind, and this includes your sensitive and financial data too.
Minimize risk
Financial freedom should not come at the expense of stability. Let’s protect your family and assets by identifying any vulnerable areas and planning for the unexpected.
Make a plan
We don’t make budgets: we create financial strategies. Your customized financial plan will outline your current investments, insurance, and other financial solutions and provide you with actionable steps to get you where you want to be.
Implement the plan
We will invest in assets, purchase insurance and work closely with you to pave your way to financial independence and stability. Making your dreams a reality starts with a plan.
Monitor, review, and adjust
Circumstances might change but when working with us, you can rest assured that we have your back. We will review your plans annually to ensure your goals and lifestyle are still aligned with your financial strategy and course adjust where necessary.
Your Future Starts Now
Greet tomorrow with confidence.