Fiduciary Financial Planning Services
Today's Actions, Tomorrow's Stability
Discover the difference fiduciary duty can make in your financial journey. Let's shape a prosperous tomorrow, together.
Key Features of Our Personal Finance Planning
Holistic Financial Assessment
Our process involves a comprehensive analysis of your financial landscape. We analyze your income, expenses, assets, and liabilities to create a clear picture of your current situation.
Proactive Risk Mitigation
We safeguard your financial future. Our services include proactive risk assessment and management, ensuring you're prepared for life's unexpected turns.
Customized Roadmap
One size doesn't fit all. We craft a personalized financial roadmap that aligns with your goals, whether it's buying a home, funding education, retiring comfortably, or achieving other milestones.
Expert Investment Insights
Gain access to expert investment insights that demystify complex markets. Let our seasoned professionals guide you to make informed investment decisions that drive growth.
Tailored Wealth-Building Strategies
Your goals are unique, and so is our approach. With us, you will find a fiduciary financial advisor with personalized wealth-building strategies that cater specifically to your aspirations and dreams.
Tax Optimization Mastery
Paying unnecessary taxes hinders growth. Experience the advantage of tax optimization strategies that maximize your returns while keeping your tax liability in check.
Benefits of Financial Planning
Optimized Resource Allocation
Make the most of every dollar you earn. Our financial planning harnesses the power of optimized resource allocation, ensuring that your hard-earned money is directed towards what truly matters. Witness your resources working in harmony to accomplish your goals.
Confident Decision-Making
Empower yourself to make informed choices while planning finance. Our expert advice provides you with the knowledge and understanding needed to confidently make financial decisions that align with your long-term objectives. Bid farewell to hesitation and embrace the power of informed action.
Wealth Accumulation
Watch your wealth grow systematically and steadily. Our personal financial management strategies are designed to foster the accumulation of wealth over time. Witness the impact of consistent, well-directed efforts as you achieve financial milestones you once thought were out of reach.
Risk Mitigation
Shield yourself from life's uncertainties. Our financial planning incorporates risk management strategies to help you prepare for unexpected events. Safeguard your financial well-being and enjoy peace of mind, knowing you're ready to face whatever comes your way.
Retirement Readiness
Embrace retirement with enthusiasm, not worry. Our planning ensures that you're fully prepared for a comfortable retirement, allowing you to maintain your desired lifestyle and pursue new passions during your golden years.
Peace of Mind
With our strategic financial planning in place, you'll find relief from financial stress. Enjoy the security that comes from knowing your future is well taken care of, leaving you free to focus on what truly matters in life.
Why Greenway Wealth Advisory?
Unparalleled Experience and Professionalism
We are an experienced team of financial advisors. But what’s more important is that we really believe in talking about money in a simple, non-complicated manner and making sure we create a financial plan that works for you immediately.
We Help Build & Distribute Wealth
Our key areas of specialty are helping millennials build wealth and retirees distribute wealth following our tried and tested methodology.
Fee-based Fiduciary Financial Planners & Advisors
Clarity is our cornerstone. By offering fee-based financial planning, our compensation is aligned with your success. You’ll always know what you’re paying for, with no hidden charges.
Fiduciary Advisory
We act in your best interest, plain and simple. Full transparency and no small print.
Our Clients' Success Stories
Inspiring Financial Triumphs
A Unique Finance Advisory for You
For Families
Secure your family's future with our comprehensive financial solutions. From education planning to legacy preservation, let’s nurture a financially strong family unit.
For Business Owners
Improve your business with our expert financial insights. From growth strategies to exit planning, our advisory services are designed to help your business succeed.
For Women
We provide strategies and guidance tailored to your unique financial journey, ensuring you are equipped to achieve your goals.
For Retirees
Your retirement should be worry-free. Our specialized guidance ensures your retirement years are financially secure, allowing you to savor the rewards of your hard work.
For the LGBT+ Community
We understand your unique needs and offer strategies that align with your aspirations, fostering a prosperous future.
Financial Advisor and Planner in Charleston and Mount Pleasant, SC
With our in-person sessions, you’ll have access to a local fiduciary financial advisor. We're here in Charleston and Mount Pleasant to empower you, right in your community.
Prefer a Virtual Session?
No matter where you are, our expertise transcends distance. Seamlessly connect with us online and embark on your financial journey with confidence. Your success is just a click away.
Ready to Take Control of Your Financial Future?
Book Your FREE Assessment
Other Services to Make Your Money Work
Wealth Management
Achieve your financial goals with a dedicated team that ensures every facet of your wealth is optimized for growth.
Investment Advisory
With personalized strategies based on your goals, risk tolerance and time horizon, we guide you in building a diversified investment portfolio.
401K Allocation Advice
Let’s develop a customized allocation strategy, considering factors such as asset allocation, fund selection and contribution rates.
From the Money CHIC with Shari Blog
Explore a Wealth of Tips, Trends and Strategies
Frequently Asked Questions
What is financial planning?
Financial planning is the process of setting and achieving specific financial goals by analyzing an individual's current financial situation and creating a roadmap for their financial future.
What are examples of financial planning services?
Financial planning services may include:
- Budgeting and Cash Flow Management.
- Investment Planning.
- Retirement Planning.
- Tax Planning.
- Insurance Planning.
- Estate Planning.
- Debt Management.
- Education Planning.
How do you develop a financial plan?
Developing a financial plan involves several steps. We will work in a personalized strategy, but these are some of the most common steps:
- Goal Setting: Determine your short-term and long-term financial goals, such as buying a house, funding education, or retiring comfortably.
- Assessment: Analyze your current financial situation, including income, expenses, assets, debts, and investments.
- Risk Tolerance: Evaluate your risk tolerance, or how comfortable you are with taking on investment risk.
- Strategizing: Develop personalized strategies to achieve your goals, which may involve saving more, investing in various assets, or optimizing tax efficiency.
- Implementation: Put the strategies into action, such as opening investment accounts or setting up automatic savings contributions.
- Monitoring and Adjusting: Regularly review and update the financial plan to adapt to changing circumstances or goals.
What is the role of a personal financial consultant?
A financial planner's role is to guide and assist clients in creating and executing a comprehensive financial plan based on their unique financial circumstances and goals. They act as a trusted partner, offering ongoing support, monitoring progress, and making adjustments as needed to keep the plan on track.
Do I need a personal financial manager?
Financial coaching services are beneficial for individuals of all income levels and life stages. Whether you are just starting your career, preparing for retirement, or managing significant wealth, a well-crafted financial plan can provide clarity, security, and a roadmap to achieve your financial goals.
A financial advisor helps anybody make informed decisions, avoid common financial pitfalls, and maximize their financial potential.
Why is financial planning important for success?
Financial consultancy is crucial for success because it provides a structured approach to managing your finances, allowing you to:
- Set Clear Goals.
- Make Informed Decisions.
- Control Spending.
- Build Wealth.
- Plan for the Future.
Is financial advisory the same as investment banking?
No, financial advisory services and investment banking are different from each other.
While both financial advisory and investment banking involve aspects of finance and advising, their primary areas of focus and clientele are different. Financial advisory caters to individuals and their personal finance needs, while investment banking serves corporate clients in complex financial transactions.