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Our Services: Designing Wealth for Women

Where are you today? And where do you want to go?

In addition to Investment Management, Greenway Wealth Advisory offers the below Financial Planning Services. We pride ourselves in taking the complex and making it simple.

Financial Foundations

Do you need to know if you are doing the right things, financially? Small missteps today can create large issues in the future. Without a strong financial foundation, it can all be a deck of cards. Financial Foundations takes you through our 10 Financial Essentials and gives you an objective, unemotional evaluation on where you are now and steps to take for the future. Having a strong Financial Foundation is necessary to build wealth.

Our two 45 minutes sessions together will look at 10 Financial Essentials, evaluate your current status and create action steps to implement.

$950

Money Intentions

Do you have specific burning questions that you need guidance on? You work hard for your money, you now need to have the strategies in place to turn that income into wealth. Our Income to Wealth Coaching focuses on three client specified financial objectives. You will receive customized advice and recommendations to achieve desired outcomes. In addition to the three client specified focus points, you will also have your 10 Financial Essentials evaluated and action steps implemented.

Income to Wealth Coaching consists of three 60 minute sessions over 60 days.

$1,800

Income to Wealth

Do you want help with everything and anything that has to do with your money? A Comprehensive Financial Plan considers everything in your life with a dollar sign (net worth analysis, retirement planning and projection, Social Security evaluation, investment evaluation, tax planning, real estate evaluation, education savings and cost projection, insurance and estate planning). The cornerstone of a financial plan is a thorough discovery of your goals, values and future desires. 

Our Income to Wealth coaching process consists of four to six meetings over the course of six months. 

$4,000

A la carte Financial Planning Services:

Household’s Financial Mission Statement

A Financial Mission Statement is the guiding light for a person or couple to navigate through life’s financial decisions. A mission statement is a tool to ensure you focus on the things that really matter, a driving force for you to define who you want to be and what you want to achieve and equip you to live with financial intention.

$400

401k Allocation Advice

Have your current 401k or 403b’s investment options analyzed, receive personalized portfolio allocations based on risk tolerance and investment goals, receive reallocation notifications and annual reviews. 

$500 annually

greenway wealth advisory logo green retirement planning in Great Falls

Retirement Blueprint

Are you within 5 years of retirement? Do you have a retirement date in mind but no idea on what your retirement is going to look like? You may need a Retirement Blueprint. A Retirement Blueprint is a plan for your retirement, your money and your golden years. A Retirement Blueprint consists of: Retirement Income Bucket Plan, Social Security Analysis, Tax Freedom Checklist, Pension Evaluation, Portfolio MRI and three meetings to get your Blueprint established.

$3,000

Membership

(Available for clients who have enrolled in a Greenway Wealth Advisory Financial Planning Program.)
Two 60 minute meetings a year to review previous financial plans, make sure you’re on track and evaluate and plan for new financial objectives. 

$600 annually

Financial Services You Can Trust

Start down your new path today.

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