We help you go from high income to financial independence.
We help our clients maximize their impact and ensure they have the financial flexibility to make meaningful life choices.
10/25/2022
Finishing up our favorite memories from this summer…
Last up: Jeff
Jeff’s son, Forrest, hosted his first lemonade stand this summer🍋
He was THRILLED to serve and used his hard earned "lemon money" to buy a recycling & crane truck.
Fern, Jeff’s adorable daughter, served as pretty good advertising.
10/21/2022
🎙Have you listened to episode 36 of Making Margin?
In this episode we talk about Roth IRA and 401(k); something we discuss with almost every client. What are the advantages and disadvantages? Who do they make the most sense for?
Listen to the episode and let us know what you think!
You can download the episode through the link in our profile or wherever you listen to podcasts.
10/18/2022
Continuing our favorite memories from the summer…
Next up: Natalie
Natalie’s favorite memories from this summer were the adventures with her family around the country. They had the chance to go to California, Maine, and of course, got to explore NC ⛰️
10/13/2022
🎙Have you listened to episode 35 of Making Margin?
In this episode we discussed money and marriage.
What are the key ingredients for couples to be successful financially?
Listen to the episode and let us know what you think!
You can download the episode through the link in our profile or wherever you listen to podcasts.
10/06/2022
Continuing our favorite summer memories…
Next up: Allie
One of Allie’s favorite memories from this summer was her daughter, Reya, turning one 1️⃣ 🥰
First birthdays are always so fun ☀️
09/23/2022
🎙Have you listened to episode 34 of Making Margin?
In this episode we discussed the benefits of generosity.
Part of our mission as a firm is to become more generous and to develop a culture of generosity with our clients. What does that actually mean though, and why would we do that?
Listen to the episode and let us know what you think!
You can download the episode through the link in our profile or wherever you listen to podcasts.
09/22/2022
It’s officially fall! 🍂
We thought we would end summer with sharing some of our favorite moments from the hottest season this year ☀️
Up first: Nick
Two of Nick’s favorite memories from this summer were hiking South Sister with Natalie in Oregon 🏔️ and having fresh lobster rolls in Maine with the whole fam 🦞
What’s was a favorite moment from this summer for you?
09/19/2022
🎙Have you listened to episode 33 of Making Margin?
In this episode we discussed the pros and cons of owning a rental property.
Listen to the episode and let us know what you think!
You can download the episode through the link in our profile or wherever you listen to podcasts.
09/03/2022
It’s Jeff’s birthday!
We’re so lucky to have him on our team, and we know our clients feel the same way. Jeff is amazing at what he does and is an even better person.
Happy birthday, Jeff!
05/05/2022
Allie recently flew back to Charlotte (alone with both kids 😳) to spend time with the Greenway team and some of our amazing clients!
Having the option to be virtual is wonderful, but nothing replaces that face to face time with some of our favorite people 😊
Are you team keep everything virtual always? Or are you all about getting back to in person?
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