HOW WE DO IT

SITUATIONAL-BASED PLANNING PROCESS

Situational Based > Chart

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!

And we know that in all things God works for the good of those who love him, who have been called according to his purpose.

Romans 8:28