Let's Get Your Money Working for You

Financial planning and investment management designed to help you get clear, organized, and confident with your money.

Start the Conversation
1
Start with a conversation. We’ll talk through your current financial picture, your goals, and what’s been on your mind.
2
Get clear on where you stand.I’ll help you understand what’s working, what’s not, and where we need to focus.
3
Move forward with a plan.You’ll have clear next steps and a strategy you feel confident implementing.

If Your Money Feels More Stressful Than It Should - You're Not Alone

Your income isn’t translating into meaningful savings or progress
You feel like you should be further along by now
You’re using budgeting tools and spreadsheets but still feel stuck
Managing your finances feels overwhelming or exhausting
You’re trying to be “good” with money, but it still feels stressful
Even with income growth, things don’t feel as stable as they should

Managing your money shouldn’t feel this hard.

With the right plan and guidance, you can simplify your finances, feel more in control, and make confident decisions about what comes next.

3 Steps to Get Clear on Your Money

Start with a Conversation

Schedule an introductory call to discuss your financial situation, goals, and what’s been on your mind.

Understand Where You Stand

We’ll review your current financial picture, identify what’s working, and highlight the areas that need attention.

Build a Clear Plan

You’ll receive thoughtful recommendations and clear next steps based on your priorities and goals.

Start the Conversation

Financial Foundations

Where You Get Clear, Organized, and in Control of Your Money

The First Step to Feeling Confident About Your Money.

This structured, 3-month program is designed to help you get clear on where you stand, organize your financial life, and build a strategy you actually understand and feel confident implementing.

Over six focused meetings, we’ll walk through the key areas of your financial life—including cash flow, savings, debt, investing, and long-term planning—so nothing is left unclear or overlooked.

By the end of this process, you’ll have a clear plan, a system that works for you, and the confidence to make smart financial decisions moving forward.

Financial investment: $2,500

Work With Me

There are a few ways to work with me, depending on where you are in your financial life and the level of support you're looking for.

Some women are getting organized and building their foundation. Others are ready to invest and growth their wealth. And some simply want ongoing guidance as life evolves.

Either way—we start with a plan.

Step 1: Financial Foundations
$2,500
Before we invest anything, we build your financial foundation.

This is a 3-month, 6-meeting process designed to help you get clear, organized, and confident with your money.
Together, we will:
Organize all of your accounts and financial information
Build a personalized spending strategy
Create a plan for saving, investing, and debt (if applicable)
Analyze and optimize your cash flow
Determine and create a plan to grow your Net Worth
Evaluate your retirement savings and investment options
Identify gaps and opportunities
Set short-term and long-term personal and financial goals
Access to self-service tools, including projections and transactions
Talk With Shari
Step 2: Ongoing Investment Management
Once your foundation is in place, I help you invest and manage your wealth with a long-term strategy.

Meetings per year: 2
This includes:
Active management of your investments with ongoing guidance as your financial life evolves:
Portfolio Construction & Ongoing Management
Investment Selection & Manager Oversight
Asset Allocation & Systematic Rebalancing
Portfolio Analysis & Recommendations
Ongoing Financial Guidance & Decision Support
Regular Portfolio Reviews
Cash Management & Liquidity Planning
Risk Management & Downside Protection Strategy
Roth conversion strategy
Tax Diversification strategy
Tax-Efficient Investment Management

Investment Management Fees are based on assets under management and detailed in our Form ADV.
Talk With Shari
Step 3: Ongoing Financial Planning
$200/hour
After completing Financial Foundations, you can continue working with me on an hourly or project basis for ongoing financial planning and guidance.

Meetings per year: Unlimited
This is a great fit if you:
Have completed Financial Foundations and want continued financial guidance with or without ongoing investment management
Ongoing Access & Support Between Meetings
Tax Planning & Strategy (in coordination with your current tax professional)
Account Organization & Consolidation
Investment Review & Recommendations
Life Event Consultations:
  • Job change
  • Receiving an inheritance
  • Growing your family
  • Car buying
  • House buying
Talk With Shari

Holistic Financial Planning Sessions

If you want expert financial guidance without committing to a structured planning program, this option gives you flexible, ongoing support as life—and your finances—evolve.

Engagements are available on an hourly or project basis, giving you access to advice, strategy, and decision-making support as your financial life evolves.

Financial Guidance and Planning
$200/hour
What’s included:
Personalized Financial Planning & Strategy
Hourly or Project-Based Engagements
Bank Account Evaluation & Strategy
Cash Flow Analysis & Optimization
Spending Strategy Evaluation
Debt Reduction Strategy
Goal Setting
Access to self service tools, including projections and transactions
Email and phone access
Messaging Access
Goal Tracking and Prioritization
Employer Sponsored Retirement Plan Contribution Evaluation
Portfolio analysis and recommendation
Insurance Planning
Employer Benefit Analysis
Account Organization & Consolidation
Money Mindset
Review of previous years tax filings
Goal Seting & Progress Tracking
Ongoing Guidance for Financial Decisions
Retirement Plan Evaluation
Life Event Planning & Support
Take Control of Your Money

Investment Management

Additional details regarding fees and services are provided in GWA Wealth’s Form ADV Part 2A.

Don’t Just Take Our Word for It

Listen to Some of Our Delighted Clients

"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

Take Control of Your Money - With a Plan That Actually Makes Sense!

Whether you're building wealth, navigating a major life transition, or simply ready to feel more confident about your finances, this is where clarity begins .You deserve to feel confident, informed, and in control of your financial decisions. With the right strategy in place, your money can finally start working for you—not against you.

Together, we’ll create a clear path forward—so you know exactly what to do next.

Start the Conversation

Tune In and Learn

Get to Know Our Financial Podcast

Our podcast is designed to empower listeners with valuable insights, expert interviews, and practical tips to navigate the complexities of personal finance. Join us as we explore a wide range of topics, from budgeting and saving strategies to investment opportunities and retirement planning.

Listen Our Podcast

From the Own Your Money Blog

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Wealth Management
Strategies for High Earners: Maximizing Growth While Minimizing Taxes
No one enjoys paying taxes, and most people seek ways to minimize their payments. Earning a high income, while often seen as a dream come true, brings its own challenges, especially during tax season. It may feel like Uncle Sam penalizes you for earning a good income. 
Read more
Financial Planning
Maximizing Tax Efficiency for Small Business Owners
As an entrepreneur, managing your finances is crucial to running a thriving business. You may feel frustrated because your skill set lies in areas like photography, chiropractic care, or marketing. 
Read more
Investments
Tech-Driven Investments for Business Owners
Technology has impacted every aspect of our lives, from communication to grocery shopping, generally making our lives easier. This is no different in the realm of investing and managing money. Leveraging advanced tools can significantly bolster financial independence, especially for millennial business owners.
Read more