Why should I hire a financial planner?
A strong financial planner will be able to connect all of the dots in order to provide you with a plan to meet your goals. They should have training and experience in all kinds of financial products and aspects of your life – equities, bonds, insurance, taxes, and estate planning – in order to make the right recommendations for you.
How are financial planners paid?
Financial planners are paid on either a commission or fee basis, or sometimes a combination of the two. Life Path Financial is paid by fee only. Schedule a FREE meeting with us to learn more.
Whats our Method For Your Success?
We start by getting to know you, your goals and your expectations to build a foundation for the recommendations we’ll make. From there, we’ll dive into discussing topics like your personal risk tolerance, asset allocation and investment philosophy to design a portfolio and strategic financial plan that helps you get where you want to go.
This is where the power of empirical research and economic theory leads the way. In our second meeting, we’ll present you with a full analysis of your current financial situation, identify gaps and explain how we’ll help you address them moving forward.
When it comes to investing, our investment advisory team advocates for a data-driven, tax-efficient and long-term approach. As a fiduciary advisor, our priority is to make sure you understand and are comfortable with the process before we apply these principles to create a wealth management strategy that will define your path forward.
Nobody should be a bystander to their financial life — which is why our clients are typically active collaborators in our financial planning process.
That means you’ll see your vision come to life in real-time. It means you’ll help identify opportunities, share perspective and play a vital role in putting your wealth management strategy into action. And it also means you’ll receive ongoing support and communication to ensure your strategy is implemented in a way that makes you feel confident in your financial wellbeing.
Have you considered how taxes, your estate plan and other complex planning topics factor into your wealth management strategy? Do they work in tandem with the rest of your financial plan?
Rely on our team of financial experts to bring it all together. We’ll analyze your current strategic needs, while developing a framework that provides the highest probability of personal success. Next, we’ll connect the dots by collaborating with your tax and legal advisors to ensure your financial life is as aligned and efficient as possible.
The plan is just the beginning. When it comes to your wealth management strategy, our goal is progress — it’s a commitment to creating meaningful results and empowering you to achieve financial success beyond the numbers.
Through it all, we’ll prioritize the areas that are most important to you and then begin to address each topic and element of your strategy systematically. We’ll keep a pulse on your financial picture and modify your strategy to keep you on track, as your situation and priorities evolve.