Christian Financial Advisor
Planning & Investment Management
- All Are Welcome -
As a Christian financial advisor, our purpose is to help our clients steward their financial blessings, make better money decisions, and free themselves from the burden of high-interest debt and poor money choices. All is accomplished by applying biblical principles. We believe that we’re ALL fully secure through Jesus Christ, who forever remains our life, our security, and our significance. It is because of Him that we are able and willing to help.
“Whoever is faithful in a very little is faithful also in much; and whoever is dishonest in a very little is dishonest also in much."
In John 16:33 Christ has stated: “I have told you these things, so that in me you may have peace. In this world, you will have trouble. But take heart! I have overcome the world.”
Financial troubles will find us all.
Uncertainty. Confusion about your financial future. The burden of debt. Challenges brought on by unexpected life events. The increasing costs of raising children. Saving and investing concerns. Retirement questions. And on, and on…troubles.
Not knowing where to turn for simple, honest help is a concern of many folks.
As a Christian financial advisor, we are led by Christ to serve and to place the needs of others above our own.
As a financial fiduciary, Greenway Financial Planning places the best interest of our clients ahead of our interests.
If you need some help, please reach out, and let’s start a conversation.
We Provide 'Fee-Only' Financial Advice
Fee-only financial advice is a type of financial advice where the advisor is only compensated for the services provided to their clients. This means that we do not make any commissions or earn any fees from the sale of financial products. Instead, we charge a fee for our expertise, guidance, and advice.
This approach to financial advice can offer numerous benefits to our clients, as it ensures that our recommendations are solely based on our clients’ best interests and financial goals. Clients can choose which services they need, and only pay for the specific advice they receive, rather than being sold a bundled package of services.
Overall, fee-only financial advice helps ensure that our clients receive unbiased and personalized guidance from a Certified Financial Planner™ without any conflicts of interest. It also creates a transparent relationship between us and our clients, as all fees and services are clearly outlined and agreed upon in advance.
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Fee-Only Financial Planning Services
Balance sheet
Just like any well-run business, your personal balance sheet should always be in check. Your net worth is the difference between your assets and your liabilities. Assets are everything you own such as your home and investments, and liabilities are everything you owe such as the balance on your mortgage and other debt.
liquidity
If a job loss or other financial hardship arises, a liquid emergency fund can help pay bills without dipping into savings or using high-interest credit or loans. Your emergency fund should include easily accessible funds like cash and money market funds.
budget
In order to manage your expenses, you need to set budget goals and track how your expenses compare. You can set a budget for different categories based on prior expenses and monitor how well you stick to the budget.
student loans
A proper student loan strategy can help minimize your payments or take advantage of the Public Service Loan Forgiveness program.
education funding analysis
The cost of education has risen substantially over the years. Projecting the future cost of education, as well as your current funding level, will help you in determining the proper course of action based on your goals, the type of funding you are using, and your time horizon.
retirement analysis
The use of a detailed retirement analysis tool is important to help determine whether you are on track for a successful retirement. Monte Carlo simulations, stress tests, and viewing specific scenarios can help you evaluate your retirement plans and see the impact of potential changes.
life insurance analysis
Most financial plans are considered incomplete without life insurance protection. The need for life insurance is analyzed by projecting all future cash flows for an individual’s survivors. The objective is to provide a life insurance coverage level so that the survivors have a positive portfolio value at the end of the planning horizon.
disability insurance analysis
According to the Social Security Administration, the chance of becoming disabled before you retire is 1 in 4 - and for most people, disability will result in a lower living standard due to the loss of income. Having a disability insurance policy can replace lost earnings.
long-term care insurance analysis
U.S. Department of Health and Human Services indicates that 70% of people turning age 65 can expect to use some form of long-term care during their lives. Long-term care insurance may help you offset some of the cost.
Financial advice can be as simple or as complex as the lives of the folks that seek it. Thus, the best way to learn more about how we can help you is to Contact Us or Schedule a Quick Chat.
Greenway Financial Planning (“GFP”) is a registered investment adviser offering advisory services in the State(s) of Georgia and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by GFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of GFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.