A Virtual Financial Advisor Helping You Build Financial Independence
You work hard for your money. You have dreams. But, you may not be sure if you are doing the right things. Having a well built financial house is essential to making those dreams a reality.
Our mission is to make money simple.
Financial Coaching for Young Families and Millennials
As your family grows, you need to make sure you’re doing the right things financially. By understanding where you are today and what you want to achieve, we create a plan to get you there.
Fee-based investment management with a focus on Retirement
You worked hard and you deserve to enjoy your retirement. We take the time to understand you and your dreams for your future and create a plan so you can retire with confidence.
Your path to building a solid Financial Foundation is closer than you think. Let’s start building your financial house, on your schedule!
Our clients want to enjoy their life and have enough money to do so, but they know they need a blueprint to help them get there.
You need an advisor that puts your interests first. One who takes the time time understand you, your family, your concerns and provides advice on what is best for you.
Money can be complicated. You need an advisor that will speak to you as a peer and make money easy, not intimidating.
You and your family are unique, and your financial plan should be too. Get peace of mind knowing you’re doing all you can to build wealth for you and your family.
Why Greenway Wealth Advisory?
Not all financial advisory firms are created equal.
We act in your best interest, plain and simple.
Our transparent fee schedule and service menu makes it easy to understand how we get paid.
Your money should not be in silos. Everything needs to work together to achieve your goals.
An independent financial advisor that makes money simple.
Greenway Wealth Advisory was created for the purpose of building confidence and clarity around money.
Welcome! After years working for financial firms, I saw many advisors doing the same old, offering canned solutions and putting their interests before their clients. I launched Greenway Wealth Advisory with the intention of being different. My mission is to make money uncomplicated. By being a fiduciary, I give you candid advice and I am not motivated by commissions. I try to limit the financial jargon. I also don’t have a fancy corner office, we meet on Zoom. If you’d rather your financial advisor wear an expensive suit and provide you with long, complex reports, you’re going to be disappointed with me.
Founder, Greenway Wealth Advisory
The past couple of years have shown us that technology, in some ways, can make life a lot easier. We do our grocery shopping online and our doctors, therapists and personal trainers or coaches are now accessible through an online meeting. What was once a trip across town and a couple of hours spent in the car, is now a 30-minute Zoom meeting. A brief interruption in your day versus a total disruption.
Why can’t working with your financial advisor be as convenient? I think it can and should be! I choose to work in a virtual capacity with my clients because let’s be honest – initially I was forced to. And, like most of you in 2020 and 2021, I had children in virtual school, clients were not comfortable meeting face-to-face and offices were closed. After a few months, I realized that I could run a much more efficient practice, be a more present mom and a better Financial Advisor to my clients in a virtual capacity. I never looked back!
Certainly, finding a day and time which works for you and your spouse is much more realistic if our meeting is on Zoom and not in my office. An office visit might entail traffic chaos, taking time off work, maybe hiring a babysitter and perhaps fighting traffic back home. I want you to be comfortable when we meet. I want you to feel relaxed. I enjoy seeing your kids in the background (and you may hear mine at times!) – that’s life! At Greenway Wealth Advisory we believe life and money should not be treated separately. So, let’s talk.