Simplify Your Finances
Financial Planning and Investment Advice
How do I set up a budget?
What’s the best way to pay down debt?
How much should I save for retirement?
What should I invest in?
How do I make sure my family is taken care of if something happens to me?
Are there ways for me to save on taxes?
How We Work Together
Your pathway to financial wellness starts with these four steps:
Choose Your Destination
We take time to listen and understand the important financial goals you want to accomplish.
Plan Your Route
We evaluate the best way to get you from where you are now to where you want to be.
Start Your Journey
We outline the specific steps you need to take to get started on your financial journey.
Follow Your Guide
We stay with you every step of the way to provide guidance and make sure you stay on track.
If you want a financial guide, you need
We understand that everybody’s situation is unique. That’s why we offer three
different plans to fit your needs.
- Simple and effective beginner’s plan
- Customized financial plan to pay down debt, save for your future needs, start investing, and more
- Ongoing planning & investment management
- Customized financial plan to manage your investment accounts, conduct regular reviews, and make adjustments to keep you on track
- Ongoing planning & advice on a wide range of financial goals
- Customized financial plan and regular reviews to keep you on track
Why Financial Pathway Is Fee-Only
Most financial advisors have the ability to be paid higher
commissions or kickbacks for recommending certain
investment products. But at Financial Pathway, we have
chosen to be fee-only for 3 main reasons:
Your Best Interest
What’s best for you comes before what’s best for us.
We believe transparency is vital. You should know exactly how we are compensated and why we recommend the investments that we do.
Your Financial Plan
We focus on building your comprehensive financial plan instead of selling you a product.
“As a husband and a father of a growing family, I
believe that financial planning should be clear and
accessible to people like me.”
Nate Skelly is a fee-only financial planner and founder
of Financial Pathway. He is passionate about providing
financial education from a biblical worldview. Nate lives
in Pensacola, Florida, with his wife, Charity, and their
three kids: Jaden, Judah, and Juliet.
Connect with Me
Sessions for Your Church
Understanding the most transformational principle regarding how Christians should view money.
Managing God’s Money
Explore what the Bible has to say about important financial topics like generosity, saving for the future, managing debt, and more.
Managing God’s Money Plus
The three sessions from “Managing God’s Money” plus an additional two sessions. Great for a two-day event.