Risk means something different for each client. Portfolios are designed to meet your objectives while maintaining your individual risk tolerance. When it comes to Financial Planning and managing investments I take a collaborative approach. As a Certified Financial Planner I act as your financial team's quarterback.
As a Certified Divorce Financial Analyst (CDFA), I can help you think through the real cost of divorce and develop a true picture of how the divorce will impact you not only today, but tomorrow as well. When was the last time your banker, broker, insurance agent, realtor, CPA, and attorney were all in the same room together giving you advice on what to do next?
As a Certified Divorce Financial Analyst (CDFA), I can help you think through the real cost of divorce and develop a true picture of how the divorce will impact you not only today, but tomorrow as well. When was the last time your banker, broker, insurance agent, realtor, CPA, and attorney were all in the same room together giving you advice on what to do next?
Services
As a 10 year Army Veteran, Oscar is dedicated to serving others. As a missionary in Uganda, Oscar and his wife Rhoda, sons Samuel, and Lucas worked to build orphanages for children. As a CFP(R) professional, Oscar has met the rigorous experience and ethical requirements of the Certified Financial Planner Board of Standards, Inc.
As an independent Registered Investment Advisor in the state of Virginia Pathway Financial Planning, Inc. is not associated with any other company or institution that imposes any sales requirements. We have the freedom to select any manager or investment that meets our client's objectives. Risk means something different for each client.
As a Certified Divorce Financial Analyst (CDFA), I can help you think through the real cost of divorce and develop a true picture of how the divorce will impact you not only today, but tomorrow as well. I can help you understand personal versus marital property, child/spousal support, tax issues, and splitting assets.
