How We Do It

You-Centric Process

Your Role

Strategic Alliances

You-Centric Process

Discovery

Analysis & Strategy Creation

Recommendation

Implementation

Continuation of Strategy
& Monitoring

Step 1: Discovery

Every family's financial situation is unique. That's why it's so important to find out as much as we can about you and your financial goals.

Step 2: Analysis & Strategy Creation

As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. We will then collaborate with our key resources to create your strategy.

Eagle Strategies

Estate Planning Team

Legal Team

Accounting Team

Chief Financial Officers

Step 3: Recommendation

Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.

Step 4: Implementation

We'll implement your strategy, and work closely with you and your other third-party professionals to ensure its success.

Step 5: Continuation of Strategy & Monitoring

Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your program on track with your changing needs.

Your Role

THE PATH Financial Strategies welcomes the opportunity to help plan your pathway to financial security, but we cannot do it alone! Financial planning is a two-way street, where we work together to seek maximizing the value of our relationship … and your portfolio.

Get acquainted

Educate us about you

Educate yourself

Make it a team effort

Review outcomes regularly

Get acquainted.

Contact us to arrange a meeting.

Educate us about you.

Get to know us and allow us to get to know you. While we may anticipate many of your needs, we will not assume anything. Your open communication, candor, and trust are key.

Educate yourself.

Be inquisitive. Ask lots of questions. Don’t hesitate to ask for detailed explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that is not asked.

Make it a team effort.

Let’s work together. Listen carefully to our suggestions, but remember: all decisions are yours. Make sure you are comfortable with the plan, recommendations, and potential outcomes.

Review outcomes regularly.

With our fee-based consultations, we can meet as often as you want to review your financial plans, redirect your course, or consider new opportunities. THE PATH Financial Strategies doesn’t just solicit clients. Our goal is to successfully serve you and help guide your financial pathway for a lifetime.

Strategic Alliances

The Nautilus Group logo

Eagle Strategies LLC logo

New York Life logo

The Nautilus Group®

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Angelia Z. Shay works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

Eagle Strategies LLC

Through Eagle Strategies, Angelia Z. Shay provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly owned subsidiary of New York Life Insurance Company.

New York Life

Angelia Z. Shay and her fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 9/12/19.)