Guided Discovery
At Pathway Financial Advisors, our core purpose is to illuminate paths and provide support for the discovery and pursuit of a fulfilling life.
Our Guided Discovery Process℠ provides a step-by-step process for discovery and discussions that lead you to:
Understand and prioritize financial concerns and issues that require proactive planning
Gain clarity on what is most important and identify pursuits that would be meaningful and fulfilling
Develop a vision of an ideal future that is inspiring and exciting
Examine your current methods for household money management and decide if modifications are needed to help accelerate reaching your ideal vision and goals.
GUIDED DISCOVERY PROCESS℠
What You Can Expect
Additionally, if you choose to work with us on an ongoing basis, we will:
Assist you in the implementation of recommendations and financial strategies from the Pathway Guided Discovery Process℠.
Design and execute an investment strategy that supports your financial plan.
Track your financial plan and alert you to any adjustments that may be beneficial in response to changes in your situation and the environment.
Help you stay engaged, motivated, and on the path to achieving your goals and visions.
Serve as your ongoing financial partner and guide when thinking through and proactively planning for future life transitions and decisions or dealing with unexpected obstacles.
With this foundational information, in partnership with you, we craft specific recommendations that address your concerns, fit your preferences, and create a pathway to reaching your vision and goals as quickly as possible. The deliverables you can expect at the end of the Pathway Guided Discovery Process℠ are:
A complete analysis of your current financial state and an overview of any gaps or issues that need to be addressed.
An overview of recommendation for addressing the gaps and issues that incorporate proactively planning for upcoming life transitions
A list of available options including pros and cons to consider for reaching your vision and goals.
OUR SERVICES
You define financial success.
We help you achieve it.
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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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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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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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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.