Greenway Financial Planning, LLC

Greenway Financial Planning is a fee-only fiduciary practice helping busy Christian families in North Atlanta get a clear plan and stay on it. I work virtually with couples in Alpharetta, Cumming, Forsyth County, and across Georgia. No asset minimum. No commissions. No product sales. Typical clients are working parents who want help with cash flow, debt, retirement, college costs, and making money decisions that match their values. Planning is practical and straightforward - one step at a time, on your terms. Onboarding is a simple flat fee, then an affordable monthly retainer for ongoing planning and, when it fits, investment management. I do not prepare tax returns or legal documents. I will tell you when you need a CPA or attorney and help you get ready for those conversations.

Visit Website

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Contact Greenway Financial Planning, LLC

Advisors at this Office