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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 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.

Are you looking for personal financial planning and investment management?

Guidance Plan

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

  • Detailed financial plan

  • Review meetings

  • Ongoing advice

  • Investment management

* 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

$250*

  • 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

  • Managed portfolios

  • Dedicated advisor

* $500 for plans with more than 5 participants

Image by Caleb Jones
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