Luke McCord, CFP®
You’re doing the right things with money. You just need a plan and accountability.
I’m a Christian, fee-only planner. I’ll help you find financial clarity, set the right targets, and stay on track.
Fee-only fiduciary · Guided by faith, never preachy · Virtual, based in North Atlanta
Who I help
The families I work with already spend less than they earn and set something aside each month. Maybe it’s a lot, maybe it’s a little. My job is to help you see the whole picture, decide what your money is for, and stay on track.
Questions we work through together:
Where should my next dollar go?
Is our emergency fund the right size, and is it earning anything?
What should I elect in my 401(k)?
Do we have the right insurance, without paying for coverage we don’t need?
Are we on track for retirement?
Are we making the most of what we have?
What I do
Clarity
I pull your whole financial picture out of the clutter and into one place, so you can finally see where you stand.
Clear targets, and why
Specific goals with a reason behind each one, so you know exactly what to aim for and whether you’re on track.
Accountability
Monthly or quarterly check-ins so the plan actually happens, and adjusts as life changes.
Is Greenway Financial Planning a good fit?
Honesty up front to avoid wasting your time.
Greenway is probably a great fit if:
- You’re living within your means and saving something each month.
- You want a trusted guide for the bigger decisions: saving, investing, insurance, and retirement.
- You like meeting virtually on a regular rhythm.
- You want straightforward, fee-only advice with no commissions and no product sales.
Greenway probably isn’t the right fit right now if:
- Your monthly cash flow is tight enough that saving isn’t possible yet.
- What you mainly want is hands-on budgeting coaching or help getting out of debt.
Fees
I’m fee-only, so my only pay comes from you. No commissions, no product sales, no asset minimums, and no long-term contracts.
Roadmap
$500 to start, then $200/month.
Cash flow, savings targets, and a retirement snapshot.
Full plan
$1,000 to start, then $250/month.
Everything in the Roadmap, plus insurance and the other pieces.
We’ll pick the right one together on your intro call.
Want me to manage your investments too? I can, for 0.85% of assets per year, separate from your planning fee.
My approach
I’m Luke McCord, a CFP® professional and fiduciary, which means I’m required to put your interests first. I was born and raised in Atlanta and live in North Atlanta with my wife and children. My faith shapes how I work, but the planning stays practical and never preachy.
Doing the right things, and ready for a plan to match?
Book a free 15-minute intro call. We’ll see whether we’re the right fit, with no pressure and no obligation.
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.
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