Contact us to arrange a meeting.
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.
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.
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.
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.