HOW WE WORK TOGETHER

Whether you want to save for retirement, pay down debt, save on taxes, organize your spending, or more, here is the four-step process you can expect when working with Financial Pathway.

Schedule a Call

INTRODUCTION MEETING

We take time to listen and understand your financial situation and what you would like to accomplish

CREATE A PLAN

We take time to evaluate your financial situation and develop a personalized plan to fit your needs

IMPLEMENTATION MEETING

We discuss your financial plan together and how to best implement the recommended next steps

ONGOING ADVICE

We will continue to communicate and meet on a regular basis to provide advice and update your financial plan as needed

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BIO

Nate Skelly is a CERTIFIED FINANCIAL PLANNER™ professional and founder of Financial Pathway. He is passionate about providing financial education from a biblical worldview. Nate lives in the Tampa, FL, area with his wife, Charity, and their three kids: Jaden, Judah, and Juliet.

SCHEDULE A CALL

Schedule a complimentary 15 minute phone call to discuss your financial situation, what you are hoping to accomplish, and learn more about the services we offer.

Retirement Planning and Investment Advice