A Virtual Financial Advisor that Empowers Women to Have Financial Confidence
You are a smart, thoughtful, unique and driven woman — your financial advisor should be too.
Get the attention you deserve, on your schedule!
Holistic Planning
Engaging Relationships
Authentic Advice
Empowering Women to Have
Financial Confidence
You are smart, thoughtful, unique and driven – your financial advisor should be too.
Get the attention you deserve!
Holistic Planning
Engaging Relationships
Authentic Advice
Creative, smart, forward-thinking and
easy to understand financial solutions for women.
Our clients want to enjoy their life and have money to do so.
We put a plan in place to make that happen.
Fiduciary
Coach
Partner
ATTENTION BABY BOOMERS & GEN XERS
The Modern Woman’s Guide to Retirement, Taxes, and Financial Freedom Reveals:
“Steps You Can Take to Help Reduce Your Taxes in Retirement”
An independent female financial advisor for women
Greenway Wealth Advisory was created for the purpose of empowering women to have confidence and clarity regarding their money.
Why women?
Women face unique financial issues and challenges. From putting careers on hold due to family caregiving, to earning less to simply not getting a financial education. Women are underserved in the financial services industry.
Greenway Wealth Advisory is a women for women financial advisory firm. We understand the issues and challenges women face and build a plan and relationship with our clients that help them face those challenges, head on, with confidence. Gone are the days of working with your father’s, husband’s, or brother’s financial advisor. You need to work with an advisor that understands you, your goals and concerns, and your financial journey.
Why virtual?
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.