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 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 the financial plan as needed

Image by Scott Graham

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.

YOUR TRUST

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.

TWO PLANS

We offer two different pricing options: a subscription plan for clients who want financial planning only and a guidance plan for clients who want both financial planning and investment management

SUBSCRIPTION PLAN

Flat Fee
(Starting at $50/mo)*

  • Detailed Financial Plan

  • Review Meetings

  • Ongoing Advice

* Based on yearly income

GUIDANCE PLAN

Assets under Management 
(Starting at 1.00%/yr)**

  • Detailed Financial Plan

  • Review Meetings

  • Ongoing Advice

  • Investment Management

** Breakpoints available based on account size

Image by Caleb Jones