OUR APPROACH
We make wealth management easy to start and navigate with a well defined end goal.
Our goal is to make it as easy as possible to start on the path to financial success. This begins with truly listening and understanding your ambitions, goals and dreams. We'll be your partner, guiding you through confident decision-making, listening to your voice, talking your language, and remaining right by your side.
01
DISCOVER
Our 90-minute discovery meetings delve into your values, goals, and financial situation, ensuring a deep understanding of your unique needs. We examine your current financial situation, risk tolerance, and future aspirations to lay the groundwork for a customized strategy.
02
DEVELOP
We create a roadmap to achieve your financial goals, identifying and preparing for potential risks. Our contingency strategies are designed to help ensure you maintain financial peace of mind even in the face of unexpected life events. We prioritize comprehensive financial planning to help safeguard your financial future.
03
DELIVER
With clarity on your values and goals, we implement custom planning and investment strategies. We collaborate with your other trusted professionals, like your CPA and attorneys, to help ensure that all aspects of your finances are in alignment and pursue your most cherished goals.
A higher standard, in prioritizing your interests with transparency.
Fiduciary Responsibility
As a fiduciary, we are legally and ethically bound to act in your best interests. This means we put your financial well-being above all else, providing transparent, unbiased advice without any hidden agendas or sales commissions.
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Why Choose a Fiduciary Advisor?
Financial advisors fall into two categories: fiduciaries and those under a suitability standard.
Suitability Standard: Advisors recommend investments based on suitability, not necessarily the best fit, potentially influenced by commissions and quotas.
Fiduciary Advantage: Fiduciaries, like ClearPath Investment, operate under a higher standard, prioritizing your interests with transparency and no hidden incentives. As fee-only advisors adhering to the National Association of Personal Financial Advisors' Code of Ethics, we guarantee your interests come first.
Our Fee-only Approach
Objectivity: We prioritize your needs without external pressures.
Clarity and Transparency: No surprises, we clearly outline services and fees.
Professionalism: Our legal obligation is to work exclusively for you.
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Personalized Guidance: Tailored decisions for your unique circumstances.
Financial Education: We simplify complex concepts, empowering your financial decisions.
