Who We Are
The Pathwise Financial Group provides financial expertise to both individuals and families. We use a holistic and fiduciary driven process to ensure we meet the needs of our clients. We believe the fiduciary model of disclosure and transparency is what is best for the client. In contrast, the suitability standard states that a broker only needs to check the suitability of the client (financial objectives, income, and age) and sales of these products are commissionable. This notable difference between the fiduciary and suitability standards is an important distinction in the way we service our clients.
Who We Serve
We serve clients in all stages of life. We've found that life is full of transitions: personal, professional, and financial. The transitional phases of life results in a large number of puzzle pieces that need to be identified and understood before major financial decisions are made.
The relationships we have with families and individuals that are highly-productive and long-lasting are those where a high value is placed on professional advice. We go to great lengths to continually sharpen our skills and remain trustworthy so that we can serve you at the highest possible level for many years to come. When this mutual trust exists, the clients we serve achieve a peace of mind that is priceless to them, and it means the world to us as well.
Clients who benefit most from our process are those who are eager to address issues that are uncovered. The most powerful outcomes are reached when the desire to fix issues is met with sound planning advice from a fiduciary professional.
We do not turn away clients based on income level or age. We are here for you when you need us.
Our Goal
Our goal is to educate and empower you to make better decisions with your hard earned dollars.
Our Process
We take pride in getting to know our clients to understand their specific financial goals. We help educate clients based on their needs. Decisions around finances is complicated, and our process is built to bring you what you need when you need it. Our trusted professionals will help solve your unique needs. Our process that we take our clients through utilizes four main stages:
1. Strategy
What would you like your financial future and retirement to look like and how would you like your assets to support that vision? During this discovery phase, we define financial goals and objectives and establish a direction for your planning.
2. Evaluation
Analyzing your available assets and income sources relative to your objectives allows our planning team to craft custom scenarios to meet your unique needs and desires.
3. Design
A plan is formally chosen and the planning pieces are put into place. True collaboration between you and our planning team results in actionable items that reflect your vision for a successful retirement.
4. Review
With your plan in-place and moving forward toward your objectives, regular financial advisor progress review meetings with you allow us to make necessary adjustments to keep you on-track.