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.
INTRODUCTION MEETING
We take time to listen and understand your financial situation and what you would like to accomplish
CREATE A PLAN
We 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 the financial plan as needed
Are you looking for personal financial planning and investment management?
Guidance Plan
Assets under Management*
(Starting at 1.00%/yr)**
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Detailed financial plan
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Review meetings
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Ongoing advice
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Investment management
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* Minimum of $250k in investible assets
** Breakpoints available based on account size
Are you looking to set up a retirement plan for your ministry?
Church Sponsored 403(b) Plan
One-Time Set Up Fee of $500*
+
Investment Management Fee of 0.35%
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Special tax benefits for pastors
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Flexible plan design
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Managed portfolios
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Dedicated advisor​​​
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* includes first 5 participants, $50 per additional participant
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WHY FINANCIAL PATHWAY IS FEE-ONLY
YOUR BEST INTEREST
We are held to a fiduciary standard which means what's best for you comes before what's best for us.
YOUR TRUST
We believe that transparency is vital. We want you to 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.
