Your Finances, Simplified.
Financial Planning is deep-dive problem solving. At Pathfinder Planning, our goal is to provide you with advice and ongoing support that gets to the heart of your financial needs.
- Easy to understand pricing.
- No account or net worth requirements.
- Targeted advice to help you meet your goals.
Financial planning provides a big-picture perspective for your financial decisions. It allows you to understand how each financial decision you make affects other parts of your life and options you may have in the future.
For example, even though you can afford the mortgage and utilities of a larger home, purchasing it may cause you to delay your retirement or take fewer vacations. By viewing each financial decision as an element in your overall life plan, you can consider its short and long-term effects on your goals.
We are strategic, long-term investors with a focus on passive investing. By diversifying across many different asset classes we’ll help you balance the relationship between risk and return and put you on the path toward achieving your long-term financial goals.
If you are tech-savvy and organized, this plan is for you! We use online resources to easily gather your information, then centralize it. All your planning is compiled in one easy-to-access place. And you can expect one or two face-to-face meetings, so you get the best of internet ease for number crunching with a real person for the human interaction you need.
This educational course will give you the knowledge and skills to begin your new life. Each lesson will guide you through a combination of video examples, web links, downloadable forms and action items that will get you ready to go. And if you still have questions when you are done, you can schedule a one-hour virtual conversation with Your Financial Mom.