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Making Money Simple for Women,

Millennial Families and

Parents Preparing to Pay for College.

Goals are dreams with deadlines. 

Contact Shari

Families

Women

LGBTQ

Accumulators

A Trusted Financial Partner For Your Unique Situation

Families

You’ve worked hard to get where you are today. You like your job, you love where you live and you want the best for your family.

There’s a lot ahead to plan for, from paying for your children’s education to caring for elderly parents. And since you’d like to retire someday, you need to make a plan so you can live the life you want while providing for the people you love.

Whatever your goals, we’re here to help you create your plan and stick to it. Let us help you turn your financial dreams into reality.

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Women

Life isn’t simple, but your plans for the future can be.

The unique needs of female investors are a key focus at Greenway Wealth Advisory. 80-90% of women will be solely responsible for their finances at some point in their lives—mainly due to divorce and the fact that, on average, women outlive men by seven years (National Center for Women and Retirement Research.) You need someone who can help you navigate the complexities of finances and investments while you balance the rest of life.

We give you the attention you deserve. No matter your circumstances now, we can help you ensure your comfort and success now and in the future.
 

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LGBTQ

You and your spouse or partner have found happiness and success.

But if you’re like 72% of LGBTQ couples, you aren’t working with a professional retirement planner.* With pressing issues like retirement, elder care and assigning beneficiaries on the horizon, it’s vital for you to ensure your earnings now will take care of you and your loved one in the future.

Not all financial advisors are equipped to meet your needs, but we are.  With years of experience helping LGBTQ individuals and couples, we know exactly how to help you make the most of your  money.

*28 percent of LGBTQ respondents reported that they were working with a professional retirement planner (compared to 37 percent of the general population.) according to the SAGE report. (Services and Advocacy for LGBT Elders), the largest and oldest organization dedicated to improving the lives of lesbian, gay, bi-sexual and transgender seniors.

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Accumulators

You’re looking ahead to what life will bring. As you start your career and begin to accumulate earnings and benefits,  you find yourself walking a fine line—how do you balance student loan debt, rising costs of living and save for the future?

You are at a critical moment: while many people in their 20’s and 30’s have savings accounts, few have begun to amass enough savings to cover emergency expenses, let alone retirement.

We can help you plan for the big picture while helping stabilize your finances in the present. With careful planning and achievable goals, you can live the life you’ve dreamed of.

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Our Process

“Your decision to walk creates the path ahead.” – Paulo Coelho

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Define your goals

It’s not always about the money—it’s about what the money allows you to do. Let’s see what’s possible.
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Gather data

We collect and assess your personal and financial information to determine your investment needs.
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Minimize risk

Let’s protect your family and assets by finding any vulnerable areas and plan for the unexpected.
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Make a plan

Your financial plan is an outline that will take your current investments, insurance and other financial solutions and get you to where you want to be.
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Implement the plan

We will invest in assets, purchase insurance and start working toward making your plans a reality. 
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Monitor, review, and adjust

To keep your plans on track, we’ll review annually to ensure your life and goals are still aligning and make necessary course adjustments.

Your Future Starts Now

Greet tomorrow with confidence.