Personal
CFO
Helping you to understand and optimize various financial situations is central to our role.
Wouldn’t it be nice to have a financial expert in the family? One that could help you navigate the everyday financial maze of life?
Should you pay cash or finance your next car, might you be eligible for college financial aid, what health insurance plan is best for you, how can you maximize the value of your business?
These are all areas where we can help. Our extensive knowledge of your financial situation coupled with our financial expertise affords us the unique opportunity to give you the perspective and advice you need to avoid financial potholes and capture opportunities.
PATHWAY FINANCIAL ADVISORS
A Client Story
Kim and Colin are both high-earning professionals. While both are very talented in their own professions, neither has much comfort with financial matters. Over the course of our relationship together, we have helped Kim and Colin:
consider employment opportunities and negotiate terms with their employers
determine the best method to fund support for Colin’s elderly mother
consider how to pay for a major home addition
find a new tax preparer when theirs retired
evaluate a potential ex-pat employment opportunity
exit a poor-performing whole life insurance policy they purchased before hiring us
evaluate the purchase of a rental property
all in addition to the advice we provide in the more traditional areas of financial planning.*
*The above client story involves a current or former Pathway Client. Personal details, including names, have been modified to protect client confidentiality.
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.