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 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 the financial plan as needed
Are you looking for personal financial planning and investment management?
Assets under Management*
(Starting at 1.00%/yr)**
Detailed financial plan
* Minimum of $100k in investible assets
** Breakpoints available based on account size
Are you looking for financial answers but not ongoing advice?
Financial Answer Session
One hour meeting
Discuss your financial questions
Get advice and recommended next steps
One page executive summary
* $150 for pastors or those employed in full-time Christian ministry
Are you looking to set up a retirement plan for your ministry?
Church Sponsored 403(b) Plan
One-Time Set Up Fee of $350*
Investment Management Fee of 0.35%
Special tax benefits for pastors
Flexible plan design
* $500 for plans with more than 5 participants
WHY FINANCIAL PATHWAY IS FEE-ONLY
YOUR BEST INTEREST
We are held to a fiduciary standard which means what's best for you comes before what's best for us.
We believe that transparency is vital. We want you to know exactly how we are compensated and why we recommend the investments that we do.
YOUR FINANCIAL PLAN
We focus on building your comprehensive financial plan instead of selling you a product.