Where We’ve Been; Where We’re Going (rd 2)

Nick Foy, CFP®

In July of 2018, I wrote a post that gave some details about my background and vision for Greenway. Take a look here, and I hope you enjoy it.

I thought it was time for a progress report, as the firm has now matured some, and it’s been a pretty great journey thus far.

Since I wrote that post we’ve:

  • Started working with an additional 27 clients who have entrusted us to help them shape their financial futures.
  • Added two new advisors, both of whom are full of wisdom and dedicated to their craft and our clients. You can read about Jeff and Drew on our site.
  • Modified our mission statement (somewhat) to better capture the type of person we’re best suited to serve.
  • Improved our processes and systems to create a more consistent client experience without sacrificing the type of personal relationship our clients are looking for.

And, since I wrote that post, our clients (collectively) have:

  • Saved thousands of dollars by refinancing mortgages because of our advice.
  • Traveled to Europe, Asia, Australia, Latin America, and all over the U.S.
  • Had six babies, with more on the way.
  • Donated hundreds of thousands of dollars to charity.
  • Systematically saved toward their most important financial goals, giving them a better chance of success.

Our five core values remain the same, and I’m hopeful that our clients see these in and through us:

  • Transparency. With our team, our clients, and ourselves.
  • Creativity. Yes, we’re a financial services firm that values creativity. Finding creative solutions to client issues makes us stand out.
  • Humility. We’re not afraid to ask for help. 
  • Adventure. Work shouldn’t be boring. Take smart risks, and don’t be afraid to make some mistakes. You’ll be forgiven.
  • Generosity. Generous people are healthier and happier than their stingy counterparts. We’re generous with our time, talent, and treasure, and we want to inspire our clients to be generous too.

Our growth has been steady, and we remain laser focused on the core mission and values. We even modified our revenue model somewhat to provide additional clarity on the value we’re adding. We want our clients to become better stewards of their resources, and we want to be integral in guiding them toward true financial freedom. 

Freedom only happens when we put money in the right place in our lives, and use it as a tool to help us accomplish more important things.

Last year, Dimensional made a list of 10 attributes of great financial advisors. It has become our benchmark as we strive to improve peoples’ lives by providing a great financial planning and investment experience. Number six is the hardest one for me, but I’m working on it.

We also developed a venn diagram that best describes what we’re working to provide for our clients every day:

My wager is that if we hire high character people, take great care of our clients, and work to be as generous as possible, things will work out for our people, our clients, and our firm. I’m looking forward to what the next year has in store as we work to help generous people make better decisions with their money and resources.

Leave a Reply

%d bloggers like this: