Fee Only financial planning, coaching, and investment advice will guide you along the pathway to financial peace.
At Financial Pathways, we understand the value of good advice. But we don’t like the way it is traditionally delivered. You know - dark suits, power ties, Wall Street jargon. So we have reconsidered the financial planning experience.
The majority of our financial planning clients are hard-working professionals and managers who are ready to take planning for their retirement seriously.
We also serve younger and maybe less affluent clients who are seeking guidance for their financial journey. We provide no-strings-attached help with budgeting, saving and investing, debt reduction, student loans, starting a family, and yes, planning for retirement.
We offer our services on an a la carte basis, meaning that clients can turn to us for investment management, financial planning, or fee-per-session meetings – without further obligation.
We are fee-only advisors and always act as fiduciaries. That means we will always put your best interests first. Not sometimes. Not just when the rules say we have to. All the time. Your financial future is always our highest priority.
We do not require that clients invest with us, but many choose to do so. They appreciate our risk managed, low cost, no-nonsense, evidence based approach to investing for retirement and all your goals.
Our seasoned fee-based advisory team has the knowledge, experience, and insight needed to guide you on your financial path. We are CERTIFIED FINANCIAL PLANNER™ professionals. See how our knowledge can help you.
We have no asset minimums or investment requirements. We are passionate about serving investors with a wide array of concerns, from the young to the seasoned. We reduce financial anxiety and bring financial peace into your life through sound, client-centered financial planning and investment advice.
We offer detailed and comprehensive retirement planning, including retirement income and tax strategies, and investment advice with an emphasis on investment risk management.
One Free Question (Really!)
We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.