Family Financial Planning
At Financial Pathways, we work with our clients to find solutions to the problems they want to solve. We use a three-step process that gets results quickly and effectively, regardless of who they are, the size of their net worth, or their stage in life.
...1. Education – We begin by taking a macro-economics approach, educating our clients on how money really works in the larger economy and discussing how that translates to their personal economy.
...2. Examination – We then put every financial decision they have made on trial. By measuring the efficiency of all of their financial decisions, we are able to identify inefficiencies in their present plan.
...3. Eradication – We then fix the problems that were causing them to lose money every month unknowingly and unnecessarily. We are able to do all of this with little to no out-of-pocket expense to the client.
Business Financial Planning
Business owners are particularly concerned with protecting what they have worked so hard to build. We work with professionals in every sector to secure their most valuable asset – the ability to earn an income and keep the doors of the business open.
Life is full of uncertainty. By utilizing sound, timeless economic principles, we help professionals and business owners eliminate much of the worry that can come with the unknown.
We begin by answering a few key financial questions.
...- What will happen to my business if I become sick or too hurt to work?
...- How will my practice remain open if I am not there?
...- What can I do to keep and reward good employees?
...- What should my partners and I do today to eliminate worry about the financial future of the company?