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Fiduciary Financial Advisor for Millennial Families

We are a Fiduciary Financial Advisory firm working virtually with millennial families across the United States.

Simplify your wealth when life is chaotic.

As a younger couple, are you juggling your career and your family?

Is there enough time in the day to manage your family finances?

Do you feel like your family obligations are getting in the way of your financial goals?

We are a Financial Advisor for Millennial Families. We understand the challenges young families face. 

Overwhelmed Mom trying to work

As a young family, do you feel out of control with your money?

You’re working hard, climbing the corporate ladder and your paycheck is growing. You WERE saving for retirement and you had a good amount of savings. Then, (in any particular order) life happens, marriage, buying a house, kids, also known as “adulting.” Adulting is expensive and as a result, your savings comes to a halt, and possibly dwindles. 

You slow down your 401k contributions to live life and pay your bills and you feel like you’ve lost control of your money. You’re not alone, we have all experienced it. But the reality is, you can’t continue on the track you’re currently on. You need to get on the same page as your partner, set goals, make changes and take back control over your money.

Are you ready to get your financial life back on track? If so, talk to Shari.

Do you have a handle on how much you’re spending monthly as a millennial family?

Life is expensive, kids are expensive, owning a home is expensive. Things come up weekly that take chunks out of our money and as a result you could be spending way more than what you thought. 

Creating and sticking to a budget is just not happening right now. Budgets are restrictive and don’t allow for flexibility. You need to create a spending strategy, not a budget. A spending strategy looks at what you are currently earning, spending and saving. You need to first understand where your money is going before changes can be made. A spending strategy gives you guardrails to help protect you from overspending. It factors saving and putting money aside into your budget and also allows you to enjoy life!

Are you ready to understand your money and take charge of your financial life? If so, talk to Shari.

Stressed out couple looking at finances
Women with headache looking at computer

As a young family, do you feel out of control with your money?

You’re working hard, climbing the corporate ladder and your paycheck is growing. You WERE saving for retirement and you had a good amount of savings. Then, (in any particular order) life happens, marriage, buying a house, kids, also known as “adulting.” Adulting is expensive and as a result, your savings comes to a halt, and possibly dwindles. 

You slow down your 401k contributions to live life and pay your bills and you feel like you’ve lost control of your money. You’re not alone, we have all experienced it. But the reality is, you can’t continue on the track you’re currently on. You need to get on the same page as your partner, set goals, make changes and take back control over your money.

Are you ready to empower yourself and take charge of your financial life? If so, talk to Shari.

As a dual income family, how do you divide income and expenses?

You started your adult life paying your own bills and managing your expenses with your own checking and savings accounts. Now that you have a partner, you wonder if keeping everything separate still makes sense? Or maybe you are feeling societal pressure to combine finances. What if one of you makes a lot more money than the other? How should expenses be divided? Maybe you don’t agree on the best money moves to make as a couple.

There is not one rule that every couple should follow. You need to find what works best for you. Talking with a neutral third party to evaluate the pros and cons can help you come to a strategy that you both can agree to and implement.

Are you ready to create a strategy that works for you? If so, talk to Shari.

Financial Advisor LGBTQ+ families
Financial Advisor Fiduciary Millennials

Have you realized, as a young family, managing your money is just too hard?

When you started working, you chose from a handful of mutual funds available in your 401k. You saw your balance grow due to market appreciation and contributions. You may have even invested some money on your own.

These accounts have performed well. But, you have been in a bull market for most of your working life. You now realize your account balances are getting bigger and may need more sophisticated investments. So, you start googling, watching investment channels, talking to respected peers, but quickly realize, there is too much information and way too many opinions!

It is just too hard and you’re too busy. When you invest in a 10 year bull market, anyone can look like an investing genius. But when markets are choppy, your account value starts to go up and down and you’re getting uncomfortable. You need the help of an expert that can manage your money for you, provide you with resources so that you’re in the know about your investments.

Are you ready to get the help you deserve? If so, talk to Shari.

As a millennial family, you’re focusing on paying off your student loans, sending your children to college, and still being able to retire. Are those issues keeping you up at night?

You made a huge investment in yourself by taking out student loans to pay for college. That college degree is paying off because you’re earning a good income. But, that income is being eaten up by student loans. And these loans feel like they’re never going to end. 

You’re also saving for your children’s’ college education because you do not want your children to be in the same situation as you. You do not want them to have the burden of student loans. But, does that make sense? You are wondering if you should focus on getting your loans down to $0 before you start saving for your kids. And somehow you need to save for retirement on top of it all! Between student loans, saving for your children’s’ college and saving for retirement,  you don’t have much of your paycheck left to live off of! You need a strategy to pay off your debt, pay for college and retire on time.

Are you ready to pay for college without derailing your retirement? If so, talk to Shari.

Financial Advisor Paying for College Young Families
FIRE Financial Independence Retire Early

As a young family, are you following the FIRE (Financial Independence Retire Early) methodology?

You work hard but do you really want to wait until age 65 to retire? Are you willing to make sacrifices today that your future self will thank you for. Does working at what you love, consuming less and living better sound good to you? You can’t just declare you’re going to retire early. You need a plan. you need someone that will ask you tough questions, hold you accountable and keep your eye on the prize. Are you looking for a financial advisor who can help you develop strategies that will help you find financial independence and retire early? 

Does the FIRE (Financial Independence Retire Early) movement interest you? If so, talk to Shari.

Wouldn't it be great if you could work with a Financial Advisor for Millennial Families who can help you get your money house in order?

Financial Money Coaching for Families

You need to find a trusted resource that puts your interests first, is not motivated by commissions, can understand your financial challenges and goals.

Someone who can help you create a strategy to have confidence in your financial future and make money simple.

You need a Financial Coach.

A Financial Coach can help you navigate the challenges of millennial families and provide information and solutions that are customized for you and easy to understand.

As a young, millennial family, what are your most pressing questions?

  • How much should I put into my 403b, 401k, etc.?
  • How do I invest appropriately in my retirement plan?
  • How will I repay my student loans in the quickest way possible?
  • How can I afford to pay for my children’s’ education?
  • How much should I have saved in the bank?
  • Can I afford to retire at an age young enough that I can actually enjoy it?
  • Should I pay off my student loans or save for my children’s’ college?
  • How can I reduce my tax bill?
  • How can my spouse and I stop arguing about money?

We are not your father’s financial advisory firm.

Greenway Wealth Advisory is a Financial Advisor for Millennial Families.

We are different, because our clients deserve better.

Fiduciary Financial Advisor for Millennial Families

A Fiduciary is an advisor that sits on the same side of the table as you do. They provide you advice and guidance, not just products.

Why work with a Fiduciary Financial Advisor?

✔  Your best interests are put first

✔  Avoid or disclose conflicts of interest

✔  Must provide accurate and thorough advice

✔ Not motivated by commissions

✔ Transparent cost and fee schedule

✔ Not affiliated with specific product companies

Virtual Financial Advisor for Millennial Families

We work with younger families virtually. A Virtual Advisor makes meeting and talking about finances much more convenient.  The past couple of years have shown us that technology, in some ways, makes life much 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. Talking about money is uncomfortable enough, isn’t it preferable to do it from the comfort of your home, or on your lunch hour?

Why work with a Virtual Advisor?

✔  Meet from the comfort of your home, office, car

✔  Save time not fighting traffic or looking for parking

✔  No need to hire a babysitter

✔  Meetings can be held with spouses or partners in different locations

✔  Schedule meetings on your schedule, across time zones

✔  Lower overhead cost for us, which is passed onto our clients

10 Financial Essentials to Help Young, Millennial Families Build a Strong Financial Foundation

Financial Essentials for Young Families

There are financial basics that we were never (but should have been!) taught in school. Financial Foundations helps families create a strong financial foundation that enables them to build wealth upon. From “How much should I have in an emergency fund,” to “How much life insurance should I have?” Having a strong financial foundation is essential because without it, a surprise expense, a tax bill, a home repair can send you into debt.

We are a Financial Advisory firm that works with many types of families.

Every family is unique and has unique needs. Through Financial Coaching, our clients work through their Financial Essentials so that they can sleep more soundly at night. 

Millennial Families

Younger Families

One Income Families

Overwhelmed Families

Dual Income Families

Families with children going to college

Families with children in daycare

Are you ready to build your Financial Foundation?

You’re busy, life is hectic. Do you have the time and know how to manage your money? Let us take that responsibility off your plate and create simple money solutions for a complex world.