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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

Plan for the future with advice tailored to yours and your family’s needs.

Engaging Relationships

No question is silly or too small. Trust is built on strong relationships.

Authentic Advice

We take the time to understand you. Like women’s fashion, one size does not fit all.

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

Plan for the future with advice tailored to yours and your family’s needs.

Engaging Relationships

No question is silly or too small. Trust is built on strong relationships.

Authentic Advice

We take the time to understand you. Like women’s fashion, one size does not fit all.

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.

R

Fiduciary

Rest assured that we put your interests first. 
R

Coach

Women see money as the means to an end itself. We understand that and guide you along the way. 
R

Partner

You juggle a lot. We are your partner, accountability and sounding board. 

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.