Welcome to Finding the Path


Each person is unique in their dreams, goals and aspirations. A lot of this “discovery phase” will steer the direction of your life. We all have something that motivates us. To some, it could be owning a house or financing your child’s college education. For others, maybe it’s not being dependent on a paycheck or starting up your own business. The opportunities are endless and the time to get serious is now. In a world where knowledge is at your fingertips, it can be tough to decipher through it all. Here at Pathfinder, we help you understand the complexity of different options when it comes to financial planning and investment options. So if you are ready to…

…define your life goals
…create a timeline for reaching those goals
…map out directions for achievement
…gain an accountability partner to help you stay on track

We believe that every plan must be tailored specifically to you. There is no “one size fits all” outline. You must define what is important to you and then put a plan in place for achievement. You also have to constantly keep check on progress and changes. A financial plan is not something you stick up on a shelf and pull out every now and then. As life changes, so must your financial plan.

Finding your financial path starts here. Let us guide you forward.