Everything about my business structure is set up so that you achieve the best possible results. I am a fiduciary, so I put your interests first 100% of the time. I'm not affiliated with any investment firm, so I don't have to sell any products and can look at your entire picture across firms. This means that my goals are helping you achieve your goals with no hidden agenda.
First, we'll have a free initial consultation, so I can learn about your situation and what you are looking to achieve. This will help me to suggest your roadmap. From there, I charge a flat hourly rate for the time that we spend together. Any work that I do outside of our time together (reviewing documents, creating actionable financial roadmap) is already built in to the hourly rate.
No. I believe the amount of money in your portfolio or types of assets that you own shouldn't determine your access to a qualified financial professional.
No, I don't give advice or manage portfolio assets. I will review the options that are available to you and make sure you have the information and guidance needed to be confident in making and executing financial decisions.
Pathways Financial Coaching
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