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Home
Contact
Services Offered
FAQ's
Blog
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  • Home
  • Contact
  • Services Offered
  • FAQ's
  • Blog
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  • Contact
  • Services Offered
  • FAQ's
  • Blog

Services OFFERED

Investments

Asset Allocation and Risk

Analyze your Asset Allocation and Risk Level and Rebalancing

Financial Report Card

Comprehensive review with ratings and actionable items

Cost of Investing

Learn about the fees you pay for your investments

Debt, Budget and Cash Flow

Understand your income and expenses and have a plan to support your lifestyle

Investment Education

Empower yourself to take control of your investments with confidence


Taxes

Tax Efficiency

Review portfolio and charitable options to maximize tax efficiency

Asset Location

Keep more of your money by holding certain investments in the most advantageous place possible

Long Term Tax Strategies

Maximize savings for your goals and position yourself for tax benefit later


Gifting and Inheritance

Define your legacy

Envision how you can impact others with your time, talent and treasure

Estate Planning

Review existing estate plan and identify areas to update or where to start with a plan

Family Dynamics

Consider your beneficiaries needs and help them understand your intentions

Implementing Wills, Trusts and Power of Attorney Documents

Ensure your account settings align with your estate plan

College

Provide the gift of education for your loved ones


Organization

Financial Inventory

Create a master document that encompasses your full financial picture

Document Retention

Determine what to keep and what can be destroyed


Preventing Fraud

Online Presence

Learn how to protect yourself from online fraud attempts

Documents of Authority

Assign the right trusted individuals to key roles

Notary Services

North Carolina notary public able to notarize documents

This is not a comprehensive list of services provided. If you see something missing, chances are we can still help or refer you to a trusted partner.

Pathways Financial Coaching

(716) 807-6370

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