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
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.
Assets under Management*
(Starting at 1.00%/yr)**
Detailed Financial Plan
* For clients with $100k or more in investible assets
** Breakpoints available based on account size