Financial Planning for College-Bound Families.

We believe in thinking differently. Everything we do is to help families live their most expansive, expressive and meaningful life. We do this by making college more affordable — by making the most of school selection, financial aid, tax opportunities, and by maximizing the resources you have today.

We’re the financial planners you’ve been looking for.


Our relationship with our clients start with a focus on college. Today, the cost of college has skyrocketed beyond the ability for most parents to pay. We utilize hundreds of Financial Aid, Tax Savings, Lending, Cash Flow, Income and Expense, and Investment Strategies that can potentially save your family tens-of-thousands of dollars on your children’s college education.


College is a huge investment. It’s critical to see how your choices around college affect long-term goals such as retirement. We will develop custom scenarios and stress tests to compare the impact of our suggested strategies. Together, we’ll create a plan that helps you prepare for the retirement you want.


Our clients’ investment and financial goals always come first. With independence and access to a wide range of active and passive investments strategies, as well as alternative investments, our allegiance is always to the client, and never to specific products. Providing comprehensive wealth management involves much more than simply building a portfolio. We are positioned to help clients, not only with portfolio management, but also with college, retirement, tax, estate, 401(k) rollovers, and insurance planning.


Latest from the Clear Path Blog

College Financial Advisors for Families

Hey there!


Someone once told me, “The best gift you can give so show you care is ‘time’.” It didn’t mean as much to me then as it does today. Next to our health, time is the most precious asset we have.


I believe that if we can help simplify our clients’ lives by building a solid financial plan, and give them confidence and more direction, then they can free up their time and spend it in more fulfilling ways. I know how important balance is to a family and how having confidence in your financial plan can enhance that balance.


Life is short and there are many more important things that worrying about money. Let us help.

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