Unlocking the Power of Generosity: 4 Ways to Make Big Donations to Your Church (and Save on Taxes)
How many times were you asked for a donation this past week? Probably several! Maybe you got a letter in the mail, passed an offering...
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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
BIO
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.
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