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Financial Services

Your experience with Pathway

As your guide through the maze of life, we help you continually define financial objectives and execute actions that move you toward your desired economic outcomes.

Whether your goal is to put your children through college debt-free, build a business that provides enduring financial security for your family, or ensure you do not become a financial burden on others, we will help you reach financial success.

  • All client relationships start by asking questions and gathering data to understand the complete picture of your finances.
  • Milestones are identified to create a financial mission
  • Adjustments are continuously made to progress your financial strategy, customize your portfolio, and reach your goals.
  • Measurements inform how to mitigate the impact of unexpected hurdles or suprises.

Independent, fee-only financial services

As a fee-only firm, our only source of revenue comes from fees charged to clients on a fully transparent basis. As our client, you can choose from one of three billing models, whichever works best for you.

  • Asset Management Based Fee – this is a quarterly fee that is based on the total of the assets that we manage for you. The fee changes quarterly as the value of your invested assets change. If the value of your invested assets goes down in any given quarter, your fee goes down. If the value of your invested assets goes up in any given quarter, your fee increases.

  • Flat Fee - we quote you an annual fee for our service, charged quarterly. The fee is inflation adjusted, and reviewed every few years. It does not change based on the value of your assets.

  • Hourly Fee – for those needing financial advice that is episodic in nature, without the need for on-going advice, we offer an hourly fee service. This could be for the development of a financial plan, assistance in navigating a milestone, or getting a second opinion on your current planning work. Note that on-going investment management is not available in the hourly model.

We can cover your fee options in more detail at an introductory meeting. More information can also be found on our disclosure document.

MEET YOUR FINANCIAL TEAM