Financial Planning

At GreerWalker Wealth, we believe that financial planning is the cornerstone to the wealth management process. The term “financial planning” has many definitions. At GreerWalker Wealth, financial planning means understanding your goals and helping you traverse life’s financial choices. We partner with you to help make decisions that will impact you and your family, now and for years to come.

Our team of financial planning professionals designs a personalized plan for each of our clients. We evaluate your current situation by analyzing your assets, sources of income and expenditures to identify your probability of success of reaching your targeted financial goals.

We offer a secure financial dashboard and document vault to help consolidate your financial life. The financial dashboard system updates your financial planning and information from linked accounts daily. This assists us both by providing real time information for reviews and modifications to help ensure that your financial plan stays current and on track.