Financial Planning Questions - Certified Financial Planners in Bridgewater NJ

I’m sure you have many questions about the financial planning process. Of course, it’s natural to feel uncertain and intimidated by financial topics. That’s why we’re here to help. Here are a few common questions…

Isn’t financial planning just a tool to sell investments and insurance?
We can sympathize with that point of view, because it does seem that there are some in the industry who use financial planning as a sales tool. Financial Pathways is different. At our core, we believe that planning is too important to be reduced to a sales pitch. This is why we do not sell financial products. The only product we sell is our own financial planning experience, knowledge, and advice.
I don’t have any money to invest, why do I need a financial plan?
How do you get paid?
Is financial planning expensive?
What if I just want to pick your brain for a while?
Do you offer free consultations?
I need someone to manage my investments. How does that work?

 

What is your biggest financial concern?

Give us a call at (908) 203-4664, or send us an email using the form on this page. We’ll gladly answer your financial planning questions — at no obligation. We look forward to speaking with you.