Broker Check

Special Coronavirus Update: During this pandemic and resulting stay at home restrictions, Financial Pathways has been busy improving its digital advice capabilities. We want you all to know that just because we can't sit down together, doesn't mean we can't help you plan your future. We have found that financial planning and investment advice are quite easily delivered online. So if you are facing an imminent retirement, or just want to take put your extra personal time to use by getting your financial house in order - don't let the virus stop you. Reach out to us today and schedule a free online consultation, let's start planning together!

Step By Step Instructions for Your Financial Life 

Whether you are just starting in your career, or you are about to retire – you have dreams for the future. But that future may seem uncertain. The path ahead can be unclear. A sound financial plan provides step by step, turn by turn instructions for your financial life. Such a plan can help you move into the future and live your dream with confidence!

The advisor you choose to help create such a financial plan can make all the difference. We are fee only financial planners. That means we don’t sell insurance or investments, or earn commissions based on our advice. We have designed our firm from the very start to minimize conflicts of interest. As committed fiduciaries we always put your best interest first. Knowing that our only agenda is your financial future gives you the confidence you need to put the plan in action and start living your dream.

Take the first step toward creating the future you desire. Contact us today to setup an appointment at one of our New Jersey financial planning centers in Bridgewater or Flanders. Or, if you are from outside the area, or too busy to come in, ask about our virtual financial planning solutions. We look forward to working with you.

<strong>Retire With Confidence</strong>

Retire With Confidence

Retirement is the single biggest financial decision you will ever make. Going into retirement without a solid plan is like walking blindfolded into the wilderness. From distribution strategies, to relocation, to tax strategy - our Certified Financial Planners have helped hundreds of New Jersey individuals and couples plan out all the financial details of their retirement.

More on Retirement Planning
<strong>Live the Dream.&#160; Live the Plan.&#160;</strong>

Live the Dream.  Live the Plan. 

Life can get complicated, and finances can sometimes seem positively overwhelming.  Your plan cuts through the complexity with step by step guidance and a personalized action plan.  Knowing you have a sound plan for the future will give you the confidence to relax and enjoy the present,

More on Financial Planning
<strong>A Plan for Your Investments</strong>

A Plan for Your Investments

We don't require clients to invest with us, but many choose to do so. They appreciate our low cost, no-nonsense, evidence based approach to investing.

As Registered Investment Advisers, we can bring your financial plan to life by implementing the investment strategies suggested in the plan. Then we take care of all the ongoing activities - rebalancing, retirement distributions, investment selection, tax optimization - so you can focus on more important things.

Investment Services
<b>Planning for All.&#160; No Investment Requirement.</b>

Planning for All.  No Investment Requirement.

Maybe you're not quite ready for a long term commitment. Maybe you are confident and capable of managing your own investments.  Or maybe you are just getting started accumulating that nest egg.  We offer flexible and innovative planning and advisory arrangements that help make professional financial advice available to all who need it.  Even those (such as younger folks) who have been traditionally shunned by the big investment firms with hefty minimum investment requirements.   .

More on Financial Coaching
<strong>Virtual (Online) Financial Planning</strong>

Virtual (Online) Financial Planning

Too busy to make it into one of our New Jersey financial planning centers? No problem. While meeting in person is nice - some folks just can't find the time. And modern web meeting technology allows our Certified Financial Planners to deliver the same quality financial planning experience virtually as we do in person. So don't let time constraints keep you from creating the financial plan you know you need! Contact us today to learn more about online virtual financial planning services.

Contact Us
<strong>A Better Financial Planning Experience for Women</strong>

A Better Financial Planning Experience for Women

Women often report unfavorable experiences working with traditional financial advisory firms. Financial Pathways promises a different experience. Whether you are brand new to this or already a financial whiz, your Certified Financial Planner will take the time to understand your needs, your goals, and your concerns. And you will always be treated with the patience and respect you deserve.

Planning for Women

Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

<strong>Welcome to the family!</strong>

Welcome to the family!

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Learn more
<strong>Your goals are our goals.</strong>

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

Learn more
<b>Advice from A Neighbor</b>

Advice from A Neighbor

What is it like working with Financial Pathways? It is an entirely different experience when compared to working with the large Wall Street advisory firms, or your friendly insurance agent. For starters, we are INDEPENDENT financial advisors. We started this practice so that we could offer financial advice that was based on our clients needs - not the needs of our corporate employer. Sure, we need to make money - who doesn't? But our primary compensation reward comes from seeing our New Jersey neighbors live happier, more stress free lives as a result of the advice we offer them. We think that you will find that working with your CFP at Financial Pathways is more like getting advice from a favorite uncle or neighbor, rather than a stiff suited corporate advisor. Contact us today to learn more about the difference an INDEPENDENT FEE ONLY financial planner can make in your life.

Want to Learn More About Financial Planning?  Ask Us!

Thank you!