Great Path Planning – Financial Planning in Goshen, NY

"I never Forget That It's
Your Money, Your Future,
And Most of All,

THAT IT'S YOU."

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.

Chris Pollard
Founder, CFP®, MBA, EA

Testimonials

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

"I have never been more comfortable with an advisor and we are happy financially for the first time in our lives."

Deb

"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

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.

CONTACT US

Want to see how you can get on the right path for your financial goals? Reach out to us today.

"*" indicates required fields

10 Matthew Street, Lower Level | Goshen, NY 10924
© Great Path Financial Planning | Disclosures | Customer Relationship Summary

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Semitam Bonam LLC d/b/a Great Path Planning (“Great Path”) is a registered investment adviser with the United States Securities and Exchange Commission offering advisory services in the State of New York and in other jurisdictions where exempted.Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Great Path, unless otherwise specifically cited.Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.