Fiduciary Financial Planning Services

Today's Actions, Tomorrow's Stability

Discover the difference fiduciary duty can make in your financial journey. Let's shape a prosperous tomorrow, together.

Key Features of Our Personal Finance Planning

Learn how we can help you grow your wealth and accelerate the process through effective financial strategies focused on your personal finances and goals.

Holistic Financial Assessment

Our process involves a comprehensive analysis of your financial landscape. We analyze your income, expenses, assets, and liabilities to create a clear picture of your current situation.

Proactive Risk Mitigation

We safeguard your financial future. Our services include proactive risk assessment and management, ensuring you're prepared for life's unexpected turns.

Customized Roadmap

One size doesn't fit all. We craft a personalized financial roadmap that aligns with your goals, whether it's buying a home, funding education, retiring comfortably, or achieving other milestones.

Expert Investment Insights

Gain access to expert investment insights that demystify complex markets. Let our seasoned professionals guide you to make informed investment decisions that drive growth.

Tailored Wealth-Building Strategies

Your goals are unique, and so is our approach. With us, you will find a fiduciary financial advisor with personalized wealth-building strategies that cater specifically to your aspirations and dreams.

Tax Optimization Mastery

Paying unnecessary taxes hinders growth. Experience the advantage of tax optimization strategies that maximize your returns while keeping your tax liability in check.

Benefits of Financial Planning

Discover some of the many advantages of starting to work on your finances with a professional. 
Allow us to help you create a faster financial plan for you, which can lead to greater financial growth and security.

Optimized Resource Allocation

Make the most of every dollar you earn. Our financial planning harnesses the power of optimized resource allocation, ensuring that your hard-earned money is directed towards what truly matters. Witness your resources working in harmony to accomplish your goals.

Confident Decision-Making

Empower yourself to make informed choices while planning finance. Our expert advice provides you with the knowledge and understanding needed to confidently make financial decisions that align with your long-term objectives. Bid farewell to hesitation and embrace the power of informed action.

Wealth Accumulation

Watch your wealth grow systematically and steadily. Our personal financial management strategies are designed to foster the accumulation of wealth over time. Witness the impact of consistent, well-directed efforts as you achieve financial milestones you once thought were out of reach.

Risk Mitigation

Shield yourself from life's uncertainties. Our financial planning incorporates risk management strategies to help you prepare for unexpected events. Safeguard your financial well-being and enjoy peace of mind, knowing you're ready to face whatever comes your way.

Retirement Readiness

Embrace retirement with enthusiasm, not worry. Our planning ensures that you're fully prepared for a comfortable retirement, allowing you to maintain your desired lifestyle and pursue new passions during your golden years.

Peace of Mind

With our strategic financial planning in place, you'll find relief from financial stress. Enjoy the security that comes from knowing your future is well taken care of, leaving you free to focus on what truly matters in life.

Our Clients' Success Stories

Inspiring Financial Triumphs

"Shari helped my husband and I consolidate our finances and create a system that works for us. She is a great listener and very authentic - we are thrilled to have this trusted advisor on our team."

Jessica, Charleston, SC

"Shari has proven to be a knowledgeable, hard-working, and personable investment advisor. She’s brought me honest advice and good results. She always makes me feel like a valued client, even though I don’t have a ton of money to invest. That, in itself, is gold!"

Greg, Baltimore, MD

"I am very pleased with the overall financial services management I continue to receive from the team at Greenway Wealth Advisory. Shari Rash and her colleagues provide me with strong and proven advice. Bottom line, Greenway Wealth Advisory delivers the World Class Service that Shari guaranteed when we first discussed our joint relationship."

Jim, Farmington Hills, MI

Financial Advisor and Planner in Charleston and Mount Pleasant, SC

With our in-person sessions, you’ll have access to a local fiduciary financial advisor. We're here in Charleston and Mount Pleasant to empower you, right in your community.

Prefer a Virtual Session?

No matter where you are, our expertise transcends distance. Seamlessly connect with us online and embark on your financial journey with confidence. Your success is just a click away.

Ready to Take Control of Your Financial Future?

Book Your FREE Assessment

Frequently Asked Questions

What is financial planning?

Financial planning is the process of setting and achieving specific financial goals by analyzing an individual's current financial situation and creating a roadmap for their financial future.

What are examples of financial planning services?

Financial planning services may include:

  • Budgeting and Cash Flow Management.
  • Investment Planning.
  • Retirement Planning.
  • Tax Planning.
  • Insurance Planning.
  • Estate Planning.
  • Debt Management.
  • Education Planning.

How do you develop a financial plan?

Developing a financial plan involves several steps. We will work in a personalized strategy, but these are some of the most common steps:

  1. Goal Setting: Determine your short-term and long-term financial goals, such as buying a house, funding education, or retiring comfortably.
  2. Assessment: Analyze your current financial situation, including income, expenses, assets, debts, and investments.
  3. Risk Tolerance: Evaluate your risk tolerance, or how comfortable you are with taking on investment risk.
  4. Strategizing: Develop personalized strategies to achieve your goals, which may involve saving more, investing in various assets, or optimizing tax efficiency.
  5. Implementation: Put the strategies into action, such as opening investment accounts or setting up automatic savings contributions.
  6. Monitoring and Adjusting: Regularly review and update the financial plan to adapt to changing circumstances or goals.

What is the role of a personal financial consultant?

A financial planner's role is to guide and assist clients in creating and executing a comprehensive financial plan based on their unique financial circumstances and goals. They act as a trusted partner, offering ongoing support, monitoring progress, and making adjustments as needed to keep the plan on track.

Do I need a personal financial manager?

Financial coaching services are beneficial for individuals of all income levels and life stages. Whether you are just starting your career, preparing for retirement, or managing significant wealth, a well-crafted financial plan can provide clarity, security, and a roadmap to achieve your financial goals. 

A financial advisor helps anybody make informed decisions, avoid common financial pitfalls, and maximize their financial potential.

Why is financial planning important for success?

Financial consultancy is crucial for success because it provides a structured approach to managing your finances, allowing you to:

  • Set Clear Goals.
  • Make Informed Decisions.
  • Control Spending.
  • Build Wealth.
  • Plan for the Future.

Is financial advisory the same as investment banking?

No, financial advisory services and investment banking are different from each other.

While both financial advisory and investment banking involve aspects of finance and advising, their primary areas of focus and clientele are different. Financial advisory caters to individuals and their personal finance needs, while investment banking serves corporate clients in complex financial transactions.