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FINANCIAL ADVICE FROM A BIBLICAL WORLDVIEW

Financial Planning and Investment Advice

 

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.

INTRODUCTION MEETING

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

IMPLEMENTATION MEETING

We discuss your financial plan together and how to best implement the recommended next steps

ONGOING ADVICE

We will continue to communicate and meet on a regular basis to provide advice and update your financial plan as needed

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BIO

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“As a husband and a father of a growing family, I believe that financial planning should be clear and  accessible to people like me.”

Nate Skelly is a fee-only financial planner 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 30 minute phone call to discuss your financial situation, what you are hoping to accomplish, and learn more about the services we offer.

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