5 Tax Saving Strategies for Pastors
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 Pensacola, Florida, 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.