Frequently Asked Questions

You can schedule a consultation by filling out the contact form on our website or calling our office directly. We’d love to hear from you!

The more information we have about your financial situation, the better we can help you create a plan that’s right for you. We recommend you bring whatever you’re comfortable sharing. Some helpful documents could be recent financial statements, tax returns, and any questions or goals you have about your financial future.

The initial consultation with Path Advisory is complimentary and designed to assess your financial needs and present you with several options for your plan. There is no obligation to proceed beyond this first meeting, so you can explore your options with added confidence.

At Path Advisory, we create customized retirement income strategies designed to align with your unique goals, comfort with risk, and retirement timeline. Our approach focuses on building a reliable stream of income for your retirement years, helping you feel confident in your financial future.

We understand that every tax decision you make today can shape your income and legacy for years to come. That’s why we don’t just provide guidance in isolation. Whenever needed, we’ll coordinate directly with CPAs to ensure your entire financial picture is considered.

Our services are tailored to meet the financial and tax planning needs of individuals, families, and small business owners, ensuring personalized strategies for each client.

Our founder is a CERTIFIED FINANCIAL PLANNER^® and Chartered Financial Consultant^®. We also work with wealth advisors and consult with tax professionals.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^®(with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

The ChFC^® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. 

We recommend meeting at least annually, but more frequent reviews are available to adjust plans as your needs change.

Your privacy is of the utmost importance to us. We follow strict confidentiality and data protection standards to ensure your information stays secure.