Your Path To A Fulfilling Life
We help individuals and families experience greater confidence through proactive financial planning.
Don’t Let Uncertainty Keep You From the Life You Want
When we first meet our clients, here’s what many of them have:
A patchwork of disconnected investment accounts or insurance products.
A desire to coordinate their existing advisors including attorneys, accountants, and investment advisors.
Questions about how to allocate their time, money, and energy.
Hopes, dreams, and ideas about their future.
Concerns about how to get where they want to go.
Discover Your
Clear Path Forward
At Pathway, you will experience:
A fee-only, always fiduciary relationship.
Thorough, thoughtful planning centered around what is most important to you.
Ideas and concepts explained in simple, plain English.
A tailored proactive client service experience.
A coordinated team guiding you in your financial journey.
Secure Your Definition of a Successful Future
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CLIENT-CENTRIC SOLUTIONS
The Pathway Guided Discovery Process ensures that we understand what’s important to you before we come up with solutions.
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PROACTIVE PLANNING
Our work together doesn’t end with your plan. Our team will look for ongoing opportunities to optimize and enhance your financial strategy.
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FEE-ONLY FIDUCIARY
As an independent, fee-only financial planning and wealth management firm, we only act in the best interests of our clients.
Financial Planning For Life
Your best interests. Our first priority.
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Our initial financial planning work will illuminate the role your investments play in your life.
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Minimizing the amount of taxes that you pay over your lifetime is an important component of your wealth accumulation strategy.
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We will guide you through a collaborative process that will identify your goals and outline the appropriate mechanisms to achieve those goals.
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We work with clients to define their vision for their remaining decades, determine the resources required to achieve that vision, and help clients get comfortable with the idea of not receiving a steady paycheck.
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We help you to define your legacy goals and execute them in a way that maximizes your desired impact.
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We have the unique opportunity to give you the perspective and advice you need to avoid financial potholes and capture opportunities.
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Our role is to help you understand what things can disrupt your financial plans and develop strategies to minimize those risks.
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Our Guided Discovery Process℠ provides a step-by-step process for discovery and discussions that lead you to gain clarity on what is most important and identify pursuits that would be meaningful and fulfilling
How It Works
Our streamlined and approachable planning process means that each of our clients will receive the time, attention, and proactivity that they deserve from a financial planner.
1. EXPLORE
In our introductory meetings, you’ll share what your financial priorities are and identify if Pathway is a good fit to meet your needs.
2. DISCOVER
Utilizing the Pathway Guided Discovery Process, we’ll identify meaningful and purposeful goals that will influence your financial picture.
3. CUSTOMIZE
Rather than providing one prescriptive plan, we’ll present a curated list of options and scenarios for your to choose from based on your unique priorities and aspirations.
4. IMPLEMENT
Once we align on an initial plan, the Pathway team will put it into action. Our team will be proactive and responsive to whatever life might bring you.
5. BE CONFIDENT
With a trusted partner and plan in place, you’ll have the freedom and security to focus your time and attention on what matters most to you.
PATHWAY FINANCIAL ADVISORS
Your Team
At Pathway Financial Advisors, we’ve spent the past 20 years helping hundreds of families and individuals experience greater confidence and peace of mind about their financial life.
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Scott Beaudin
LEAD FINANCIAL PLANNER
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Darren Beck
LEAD FINANCIAL PLANNER
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Jonathan Smith
LEAD FINANCIAL PLANNER
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Mary Williams
FINANCIAL PLANNER
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Mike Schell
LEAD FINANCIAL PLANNER
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Ben Rinehart
INVESTMENT DIRECTOR
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Corrie Parker
PLANNING ASSOCIATE
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Jordan MacDougall
PLANNING SUPPORT
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Allyssa Stevens
DIRECTOR OF FIRST IMPRESSIONS
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Allie Hardy
CLIENT SERVICES REPRESENTATIVE
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![Zana van Rooyen]()
Zana van Rooyen
CLIENT SERVICES REPRESENTATIVE
Pathway Financial Advisors has been featured in:
Your Privacy Matters
At Pathway Financial Advisors, maintaining the trust and confidence of our clients is our highest priority. That is why we want you to understand how we protect your privacy when you share personal information and the steps that we take to safeguard that information.