Our Process
1
Introduction Meeting
We take time to answer your questions, learn about your financial situation, and understand what matters most to you.
During this conversation, we’ll also share more about how we work with clients at Financial Pathway, what the planning process looks like, and what you can expect moving forward.
2
Retirement Plan Meeting
We’ll review your financial situation and create a personalized retirement plan.
In our retirement plan meeting, we’ll walk through the plan summary and our recommendations.
After that, you can take some time to decide whether you’d like to move forward together.
3
Ongoing Advice
We’ll stay in regular communication and meet periodically to review your progress, provide ongoing advice, and update your financial plan as your life and goals change.
We also work alongside the other professionals in your life (such as your CPA or attorney) to help keep your financial strategies aligned and moving in the right direction.
Are you looking for personal financial planning and investment management?
Guidance Plan
Assets under Management*
(Starting at 1.00%/yr)**
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Detailed financial plan
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Review meetings
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Ongoing advice
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Investment management
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* Minimum of $500k in investible assets
** Breakpoints available based on account size
Are you looking to set up a retirement plan for your ministry?
Church Sponsored 403(b) Plan
One-Time Set Up Fee of $500*
+
Investment Management Fee of 0.50%
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Special tax benefits for pastors
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Flexible plan design
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Low cost investment options
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Dedicated advisor​​​
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* may be waived in certain instances, includes first five participants, $50/additional participant
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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.
