Watch the Interview
In this interview, financial coach Amy Greene joins Chad White,
EA, CIMA®, AIF®, of Safe Harbor Wealth Management to unpack
why so many high-income earners feel behind on savings and
what they can do about it in the next 12–24 months.
Together, they walk through how to:
- Build a simple, sustainable system for your monthly cash flow
- Create true margin instead of relying on “leftoverˮ savings Break the cycle of stress, shame, and avoidance around money
- Turn new savings into a clear, tax-aware retirement strategy
It is a firsthand look at both the practical and emotional side of
going from “I make good money, but where is it all going?ˮ to “I
finally know my numbers, and I see a path to a well-funded
future.ˮ
Plus A Quick Guide
This quick read summarizes Amy and Chadʼs key
insights from the interview, including the core steps
to move from disorganized cash flow to a
consistent savings plan.
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About Amy Greene
Amy Greene is a financial coach who specializes in working with entrepreneurs, commission-based professionals, and high-income households who feel like their money is “all over the place.ˮ She helps clients build clear, easy-to-use systems for their cash flow so they can pay themselves consistently, pay down debt, and finally feel financially confident.
Amyʼs process focuses on:
- Installing a simple profit and account structure
- Creating sustainable monthly habits around money
- Reducing reliance on debt and “other peopleʼs moneyˮ
- Helping clients feel more calm, confident, and in control of their finances
Her goal is straightforward: help high earners turn their income into order, margin, and meaningful progress.
Amy Greene and Amy Greene Financial Consulting are separate and unrelated to Chad White, Safe Harbor Wealth Management Inc., and Commonwealth Financial Network®.