How We Do It

Situational-Based Planning Process

Holistic Planning Process

Your Role

Situational-Based Planning Process

Please click on a step to learn more about our process.

Contact Us!

Initial Call

Consultation

Continued Communication

Contact Us!

  • You can reach us by phone 804.935.5318 or via email angie@THEPATHFinancial.com
  • Complete over-the-phone questionnaire to help us gather basic information.
  • Schedule 15-minute call to discern direction
  • Email calendar activity directly to you

Initial Call

  • Get to know each other
  • Understand who we are
  • Understand your "why"
  • Discuss options of working with THE PATH
  • Determine direction in strategy

Consultation

This meeting typically lasts 45-60 minutes

  • Discuss strategy around achieving your goals
  • Review specific recommendations
  • Review action steps to help you achieve your goals

Continued Communication

Keep us in mind when your life has any changes. The more we know, the more we can help you reach your goals. Some changes may include:

  • Beneficiary updates
  • Name changes
  • Address updates
  • Updated contact information
  • And more!

Holistic Planning Process

Please click on a step to learn more about our process.

Contact Us!

Initial Call

Goal Setting

Case Design

Strategy

Delivery and Implementation

Continued Communication

Contact Us!

  • You can reach us by phone 804.935.5318 or via email angie@THEPATHFinancial.com
  • Complete over-the-phone questionnaire to help us gather basic information.
  • Schedule 15-minute call to discern direction
  • Email calendar activity directly to you

Initial Call

  • Get to know each other
  • Understand who we are
  • Understand your "why"
  • Discuss options of working with THE PATH
  • Determine direction in strategy
  • Confidential questionnaire sent to you to complete

Goal Setting

This meeting typically takes 60-90 minutes

  • Review completed questionnaire
  • Define your goals
  • Discuss investment related to hiring the team
  • Explanation of the process and answer any questions

Case Design

This process typically takes 3-6 weeks

Following your engagement in our planning agreement, we will work closely with you to capture where you are today. We will review your goals of where you want to be, and may request formal documents/statements on existing accounts

Strategy

This meeting typically takes 90 minutes

  • Review goals, obstacles, and observations
  • Discuss strategy around achieving your goals
  • Review specific recommendations
  • Review action steps to help achieve your goals

Delivery and Implementation

This meeting typically takes 30 minutes

  • Answer any questions or concerns you have related to the recommendation strategy
  • Final report for you to keep
  • Implementation option through our firm

Continued Communication

Keep us in mind when your life has any changes. The more we know, the more we can help you reach your goals. Some changes may include:

  • Market concerns
  • Estate planning
  • Major purchases
  • Unexpected changes or expenses
  • And more!

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.