When you have questions, or your circumstances change you are covered. As fee-only financial advisors, we sell no products and receive no commissions. Instead, you pay us one quarterly fee that covers all our meetings and full access to us at no additional charge.
When you know your investments, taxes, insurance, estate plan, retirement plan and all areas of your financial life are being monitored and adjusted as needed, you can relax and pursue your goals.Keeping up with the complexities of the investment world takes time. Ensuring that each investment fulfills its correct function and is appropriate for your unique situation takes objectivity.
When you know your investments, taxes, insurance, estate plan, retirement plan and all areas of your financial life are being monitored and adjusted as needed, you can relax and pursue your goals.Keeping up with the complexities of the investment world takes time. Ensuring that each investment fulfills its correct function and is appropriate for your unique situation takes objectivity.
Services
Whatever your current situation, financial concerns have an impact on your life and relationships. We can help formulate the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future. Straight talk: We don't sell any financial products nor do we receive any commissions.
Our principal advisor is John Dulmage CFP, EA, CDFA. At Financial Pathways you get very personal and customized attention to your financial planning and investment issues. We are a small shop providing direct access to John for each client. This personal attention is backed up, through our association with the Alliance of Comprehensive Planners (ACP).
You may be trying to figure out how to pay back student loans, fund your 401(k), or buy a home. Maybe you're unsure how to build wealth while educating your children and starting a business. Perhaps you're struggling with preserving your wealth while caring for aging parents, dealing with boomerang kids, and evaluating an early retirement offer.
As a client of Financial Pathways, your holistic personal financial plan will include ongoing reviews of the following:. Your goals and values are the foundation on which your personal financial plan is built. Everything else is coordinated so that you can achieve your goals while remaining true to your values.
Holistic in outlook. I will consider all of your circumstances, family needs, goals, values, and aspirations when making comprehensive financial planning recommendations. Professional in conduct. I will protect your privacy. I will strive to maintain the highest ethical standards possible in my work and life.
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