Invest a finite amount of time (usually three meetings across two months) and a finite amount of money to understand your current financial picture and the options you can create.
- Meaningful prosperity for you
- A simple portrait of your current situation
- Attainable potential for the future
- Understanding of investment options
- Specific investment recommendations
- Reasonable action items.
After completing your Pathfinder process, you can choose to implement any changes on your own or join our Monthly Journey.
More information is available and will be provided on written agreements prior to engagement of services.