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Financial Planning - Without the Sales Pitch.

Planning your financial future can be challenging.  This stuff can get complicated.  Good advice and a sound plan can really help to reduce uncertainty and stress.  Unfortunately, it seems that many  "advisers" seem to be more interested in selling products than in actually helping their clients. 

At Financial Pathways we know the difference between advice and a sales pitch.  That is why, as Fee Only financial planners, we don't sell any insurance or financial products.  No commissions means fewer conflicts of interest.  And that means good, sound advice you can rely on.  Your financial future is too important to trust to anyone with an agenda other than your own financial future. 

So if the financial path ahead seems a bit uncertain, we can help.  Come visit us in one of our New Jersey financial planning centers for a stress free, no pressure consultation.  What do you have to lose but a little stress and uncertainty? 

Call or contact us today to learn more.

A Plan for Your Retirement

Many of our financial planning clients initially come to us seeking advice about an approaching retirement. And why not?  This is probably the single biggest financial decision you will ever make!  A detailed retirement plan from Financial Pathways can ease your mind as you prepare to head off on this adventure called retirement. 

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Financial Coaching - Great Advice for a Simple Fee

Your financial life may seem a bit puzzling at times.  A financial plan could help, but we realize that not everyone is ready for a detailed financial plan.  Our coaching services may be just what the financial doctor ordered. 

Coaching is a simple, no-strings-attached way to obtain sound professional guidance and advice for a simple hourly fee.  Our coaching service can help make sense of budgeting, saving and investing, debt reduction, student loans, starting a family, buying a home, and yes, even basic retirement planning. 

Let Financial Pathways help find the solution to your most perplexing financial puzzles.  

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A Goal Without a Plan is Just a Wish!

What is your dream?  Retire early and travel the world?  An encore career?  A debt free education for the kids?  Buying a dream home?  Or maybe just getting your financial life in order?  

Whatever your financial goals, a comprehensive financial plan is often the first step.  A plan shows you clearly the steps you need to take to turn your dreams into reality!

Come visit one of our New Jersey financial planning centers to learn more about how financial planning can help you achieve your goals!  

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Investment Management

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 clients are not numbers.  We know every client personally.  We have done detailed financial plans for most of our clients - so we understand their needs.  So if you are ready for a personalized approach to investing, it is time to talk to Financial Pathways.

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Your Needs First - Always!

As fee-only advisors and Certified Financial Planners we have always acted as fiduciaries. That means we will always put your best interests first.  Not sometimes.  All the time.  We don't do this because of government rules - we just can't imagine any other way of giving advice. It's just the right thing to do.

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Our Team

Our seasoned New Jersey based team of fee only financial advisors have the knowledge, experience, and insight needed to guide you on your financial pathway. We are CERTIFIED FINANCIAL PLANNER™ professionals. See how our knowledge can help you.

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Our Approach

We have no asset minimums or investment requirements. We are passionate about serving clients 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.

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Our Services

We offer detailed and comprehensive retirement planning, including retirement income and tax strategies, financial coaching advice, and investment advice with an emphasis on education and risk management.

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