Wealth is about much more than money
The journey toward your ideal future should be built on deeper insights into your vision of success.
Many accomplished individuals struggle with flourishing in all areas of their lives.
They are inundated with choices.
They are pressed for time.
They lack the necessary expertise.
They are driven by inertia or societal norms.
They don’t know how to align their financial goals with their values.
You need a plan and a guide.
That’s where Pathway comes in.
We lead you through a collaborative Guided Discovery process that clearly illuminates what is most important to you.
We merge our findings with experienced, traditional financial planning.
We then work with you as a trusted fiduciary to implement your plans in a systematic, purposeful, holistic way.
We will confidently steer you through the complexity and lead you with certainty toward the life you aspire to.
The Three Pillars of Our Practice
FEE-ONLY FIDUCIARY
LIMITED NUMBER OF CLIENTS
TRADITIONAL PLANNING + COLLABORATIVE DISCOVERY
How will you flourish?
To make the most of this roller coaster life we are given, you need a reliable guide – one who can help you make the most out of your achievements.
Let’s craft a shared vision of what is achievable.
How We Work
Our streamlined and approachable planning process means that you will receive the time, attention, and proactivity that you deserve from your financial planner.
1. EXPLORE
In our introductory meetings, you’ll share what your financial priorities are and identify if Pathway is a good fit to meet your needs.
2. DISCOVER
Utilizing the Pathway Guided Discovery Process, we’ll identify meaningful and purposeful goals that will influence your financial picture.
3. CUSTOMIZE
Rather than providing one prescriptive plan, we’ll present a curated list of options and scenarios for you to choose from based on your unique priorities and aspirations.
4. IMPLEMENT
Once we align on an initial plan, the Pathway team will put it into action. Our team will be proactive and responsive to whatever life throws your way.
5. BE CONFIDENT
With a trusted partner and plan in place, you’ll now have the freedom and security to focus your time and attention on what matters most to you.
YOUR PATHWAY FINANCIAL ADVISORS
At Pathway Financial Advisors, we’ve spent over 20 years helping hundreds of families and individuals experience greater confidence and peace of mind about their financial life.
Pathway Financial Advisors has been featured in:
At Pathway Financial Advisors, maintaining the trust and confidence of our clients is our highest priority. That is why we want you to understand how we protect your privacy when you share personal information and the steps that we take to safeguard that information.
YOUR PRIVACY MATTERS