Custom Curated Financial Planning

Having a comprehensive, integrated financial plan brings confidence and builds wealth. 

According to the CFP Board's 2012 Household Financial Survey: "Not only do those with a financial plan feel more confident about their finances — they also report more success, including saving a higher percentage of their income and building greater wealth than non-planners."

Do you have a plan? Should you? Here's how we can help:

  • We'll develop a Savings blueprint

    How much do you need to save, and in what type(s) of account(s)? We help you set goals, then we'll make it easy for you to understand how much to save, and where to save it, to achieve what's most important to you.

  • We're your Behavioral Coach

    Holding clients accountable. It might be the most important part of what we do. You have unique plans and goals, and you're more likely to get from here to there if you have a great coach by your side.

  • WE'll help you with College Planning

    Hoping to pay for college for your kids or grandkids (or both)? Great! We'll help you understand how much it costs, how much you need to save, and what types of accounts work best.

  • We'll suggest efficient debt re-payment strategies

    Mortgage debt? Student loan debt? Consumer debt? We've seen it all. We'll help you understand how much you should be paying down to get rid of the weight of debt.

  • You Need an Estate Plan

    Don't have a will? Everyone needs one. You might also need a trust. We'll give you honest feedback, and we work with great estate planning attorneys to get you on the right track.

  • Protect What's Most Important to You

    Life insurance. Disability insurance. Liability insurance. Business insurance. Long-term care insurance. We'll help you understand what you need, and what you might be able to pass on. We're not selling you a policy; we're acting as a consultant.

  • Make an impact

    We've found the fountain of youth: generosity. Generous people live longer, have lower blood pressure, lower risk of dementia, less anxiety, healthier hearts, and overall greater levels of happiness. We'll help you plan to be generous, and maximize the tax benefit that comes along with it. 

Great Investing made easy (Really!)

Way back when, brokers would call their clients and sell them on the next great stock tip. Usually, that tip turned out to be great for the broker. Then, clients got smart. Decades of research have given us a solid understanding of both the "how" and the "why" of markets. Instead of focusing on what we can't control, let's focus on what we can. Here's how:

  • We'll tailor an investment plan for you

    At Greenway, the portfolio doesn't come first: you do. We'll help you create clear, appropriate goals. Then we customize an investment plan that gives you the best chance of success, balancing both the short and long-term. 

  • Market Timing is a losing strategy

    No one knows which market segments will be the best performers from one year to the next. Instead, we'll recommend a globally diversified portfolio making sure our clients are well positioned to capture returns wherever they occur.

  • Investment Fees matter

    The less you pay to invest, the more you'll likely get in return. According to Morningstar: "Falling fund costs are certainly a positive trend for investors, as mutual fund costs have a dollar-for-dollar impact on the returns investors ultimately realize." We only invest in low-cost funds and ETFs, so more money stays in your account.

  • Broad diversification reduces risk

    It might sound cliché, but it's still right: You don't want to hold all of your eggs in one basket. But, how many eggs to hold, and in which baskets? We're here to make sure that you're assets are well diversified and your risks are appropriate. 

What now?

We have a complimentary Spending Plan and Goal Setting Workbook for you to get started right away. You can also set up a 15 minute phone call or a Discovery Meeting to talk directly with one of our advisors. The choice is yours!

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  • Goal Setting workbook

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  • Set up a phone call or meeting

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