Situational-Based Planning Process
I. 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 and determine if we’re a good fit for each other
Schedule 15-minute call to discern direction
Email calendar activity directly to you
II. Initial Call
Get to know each other
Understand who we are
Understand your "why"
Discuss options of working with THE PATH
Determine direction and strategy
III. 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
III. Consultation
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:
A new job
A new marriage
A new home
A new beneficiary