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 turn income into wealth.
Financial Advisor for Women
Women have unique financial challenges. Plan for the future and create financial confidence with advice tailored to yours and your family’s needs.
Financial Advisor for Women
Women have unique financial challenges. Plan for the future and create financial confidence with advice tailored to yours and your family’s needs.
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.
Financial Coaching for Young Families and Millennials
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.
Fee-based investment management with a focus on Retirement
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 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.
Authentic Advice
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.
Straightforward Communication
Money can be complicated. You need an advisor that will speak to you as a peer and make money easy, not intimidating.
Personalized Recommendations
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.
Fiduciary
Fee-Based
Comprehensive
Featured in:
Smart Money Moves Toolkit
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!
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 onto Your Kids
Enjoy Your Success and Find Your Way to Worry-Free Living!
Take the first step and request your Smart Money Moves Toolkit today!
An independent financial advisor that makes money simple.
Greenway Wealth Advisory was created for the purpose of building confidence and clarity around money.
-Shari Rash
Founder, Greenway Wealth Advisory
Why virtual?
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.