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.

We provide: 

  • Easy to understand pricing.
  • No account or net worth requirements.
  • Targeted advice to help you meet your goals.

Focused on Your Goals every step of the way.


THE PATHFINDER PLANNING STORY

The Pathfinder Planning Story


My pre-mom life always seemed to involve counting money in some fashion. Whether in banking or brokerage, operations or service, my jobs in the finance industry involved training staff in some form or another.

All of those roles were fun, but I found that something was missing from each one I took on. All the while, people were asking me financial questions, so I tried my best to help guide them.

I realized right then and there that it was God’s way of telling me that I had what it takes to help people. Not just train people to sell financial products, but really get out there and help people build a good financial future. He was telling me to go out there and that He will be with me.

That’s it. So here I am, with Pathfinder Planning as my platform to help guide you towards everything you need for a solid financial future. I have my CFP® certification, which means I’ve completed all the requirements to be a Certified Financial Planner™, which include added education, passing an exam, gaining planning experience, and engaging in ethical conduct.

So exactly how do I help you? As a fee only planner I focus on your plan, period. My focus on financial education has always been to take complex financial ideas and make them simple enough to understand and implement.

To do this, I use what I call The Financial Tower to help build the foundation of a healthy financial future.

Just like your body and mind, your finances need to be healthy in order to thrive. Think of the food pyramid or Maslow’s hierarchy of needs. We start at the bottom of the tower with the essentials so we can build a solid foundation. Then, we work our way up to the top. If you are missing blocks, we work to build and strengthen them. If you’ve got blocks that threaten to topple your foundation (like debt), we will work together to get rid of them.

Our Services


Financial
Planning

Investment
Review

Investment
Management

College
Planning

Financial Planning


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.

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Investment Management


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.

 

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Investment Review


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.

 

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College Planning


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.

 

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Ready to take charge of your future?
Let Pathfinder Planning help!

Schedule an Appointment