So many financial planners tell you that your goals and aspirations are unique. Then they print out a 150 page report that no one understands, call that a financial plan, and focus on managing investments without addressing your other financial concerns.
I believe in taking the extra time to hear you, to get to know you in depth and to advise you dynamically and comprehensively through life’s transitions -- not use some off-the-shelf plan we’ve used 1000 times before. I think that matters. And it’s why I limit my practice so that my clients feel that extra attention and concern.
Don't just take my word for it.
Hear from some clients.
"Working with great path is very personal and unique. We knew right away that we had found the right financial advisors."
Joe, Retired Business Owner
"Great path sets high expectations and exceeds them. He has transformed not only my company but my family finances as well."
Kevin, CEO, Battlefield Leadership
"I feel completely at ease and relaxed that my investments are in good hands with great path. it is wonderful that the sense of being overwhelmed and uncertainty is gone."
Cheryl
"I have never been more comfortable with an advisor and we are happy financially for the first time in our lives."
Deb
The testimonials above were given by current clients, and may not reflect the experience of all clients.
Our Services
Great Path Planning provides comprehensive financial guidance and investment management so our clients can be on a great path, whatever the ultimate destination of the journey.
Our expertise is focused on retirement planning for people within five years of retirement and on business owners, entrepreneurs, and self-employed professionals.
