70 North Putt Corners Road,
Everything we do adheres to a singular purpose: To serve our clients well.
Everyone has a different mindset when it comes to financial matters. Maybe you like to research everything before making decisions to make sure you are taking the right steps and want a shoulder to rely on if you need help. Perhaps you like to collaborate and want a partner to help you develop the right financial plan for your life. When working with the right financial professional, the clarity and education you receive can help you make confident financial decisions in the future.
No matter who you are and how you view financial matters, we’ve got your back. We see our role as one of a guide; the driver’s seat always belongs to you. Whatever level of guidance you need, we have an approach for that. Our approach addresses your unique situation and who you are as an individual. We don’t offer one-size-fits-all financial guidance; we walk your financial path with you. Think of us as your compass, you are walking and making the decisions, but we are always in your pocket, keeping you moving in the right direction.
I am the co-founder and lead planner at ClearPath Advisors. My goal is to bring financial clarity and guidance to individuals and their families. Our work together can flourish if you're ready to collaborate and improve your life by working on your finances.
I look forward to helping you take the journey towards financial independence. Let's get started today.
We base your comprehensive financial plan on a detailed review and analysis of all facets of your financial situation. This includes many areas, some of which are cash flow analysis, retirement planning, risk management, investment management, tax efficiency, and estate strategies.
Understanding why we need to take action, before we answer how to action. Financial planning enables the possibility of an on-going relationship to monitor the plan, stay on track, and make changes as needed.
Our clients aren’t a number to us. Our Clients are the most important person in the room when you work with us. We are simply your guide empowering you with knowledge and the proper tools to make the best decisions that will lead to financial freedoms.
We may be experts on financial matters, but only you are an expert on YOU. The more we can teach you, the better you are at building your financial strength to have confidence in your financial future.
We provide comprehensive planning solutions with untouchable confidence. Through relationship building and client education, we provide financial clarity to every client.
The financial services industry is no different than any other in its propensity to change rapidly and grab on to certain terms only to discard them in a year or two for new ones. However, while you may have just started hearing the word fiduciary a lot, it’s been around for a long time, and it is at the forefront of what we do.
With working with a Certified Financial Planner CFP®, the legal duty is to put your interests above those of ourselves and our firm. Part of the designation, is to provide you with the highest standard of care and to keep your needs and best interests our top priority.