HOW WE WORK TOGETHER
Whether you want to save for retirement, pay down debt, save on taxes, organize your spending, or more, here is the four-step process you can expect when working with Financial Pathway.
We take time to listen and understand your financial situation and what you would like to accomplish
CREATE A PLAN
We take time to evaluate your financial situation and develop a personalized plan to fit your needs
We discuss your financial plan together and how to best implement the recommended next steps
We will continue to communicate and meet on a regular basis to provide advice and update your financial plan as needed
Nate Skelly is a CERTIFIED FINANCIAL PLANNER™ professional and founder of Financial Pathway. He is passionate about providing financial education from a biblical worldview. Nate lives in the Tampa, FL, area with his wife, Charity, and their three kids: Jaden, Judah, and Juliet.
SCHEDULE A CALL
Schedule a complimentary 15 minute phone call to discuss your financial situation, what you are hoping to accomplish, and learn more about the services we offer.