Complete over-the-phone questionnaire to help us gather basic information.
Schedule 15-minute call to discern direction
Email calendar activity directly to you
Initial Call
Get to know each other
Understand who we are
Understand your "why"
Discuss options of working with THE PATH
Determine direction in strategy
Confidential questionnaire sent to you to complete
Goal Setting
This meeting typically takes 60-90 minutes
Review completed questionnaire
Define your goals
Discuss investment related to hiring the team
Explanation of the process and answer any questions
Case Design
This process typically takes 3-6 weeks
Following your engagement in our planning agreement, we will work closely with you to capture where you are today. We will review your goals of where you want to be, and may request formal documents/statements on existing accounts
Strategy
This meeting typically takes 90 minutes
Review goals, obstacles, and observations
Discuss strategy around achieving your goals
Review specific recommendations
Review action steps to help achieve your goals
Delivery and Implementation
This meeting typically takes 30 minutes
Answer any questions or concerns you have related to the recommendation strategy
Final report for you to keep
Implementation option through our firm
Continued Communication
Keep us in mind when your life has any changes. The more we know, the more we can help you reach your goals. Some changes may include:
Market concerns
Estate planning
Major purchases
Unexpected changes or expenses
And more!
Your Role
THE PATH Financial Strategies welcomes the opportunity to help plan your pathway to financial security, but we cannot do it alone! Financial planning is a two-way street, where we work together to seek maximizing the value of our relationship … and your portfolio.
Get to know us and allow us to get to know you. While we may anticipate many of your needs, we will not assume anything. Your open communication, candor, and trust are key.
Educate yourself.
Be inquisitive. Ask lots of questions. Don’t hesitate to ask for detailed explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that is not asked.
Make it a team effort.
Let’s work together. Listen carefully to our suggestions, but remember: all decisions are yours. Make sure you are comfortable with the plan, recommendations, and potential outcomes.
Review outcomes regularly.
With our fee-based consultations, we can meet as often as you want to review your financial plans, redirect your course, or consider new opportunities. THE PATH Financial Strategies doesn’t just solicit clients. Our goal is to successfully serve you and help guide your financial pathway for a lifetime.
