Retirement is a life-long journey, not a destination.
Don't miss out on life's most precious moments.
At Clear Path Financial Planning, your investment and financial goals always come first. With independence and access to a wide range of active and passive investment strategies, as well as alternative investments, our allegiance is always to you, and never to specific products.
Successful wealth management is about creating fluid financial plans, not emergency retirement plans. I believe that we can find joy in the journey of life while still satisfying our ambitions, goals, health, and personal and spiritual lives. If we learn to prioritize life while also planning for the future, we can find a work-life balance that also fuels our dreams.
We have a vested interest in your success and want to build a long-term relationship with you. We have an abundance mentality and believe that there are plenty of amazing clients and money to go around. We want to collaborate with other advisors in your life, like your legal and tax advisors.
If you don’t have them yet, that’s okay. We have relationships across the country with a wide network of professionals who have expertise in a variety of areas including accounting, estate planning, and insurance. These networks allow us to design comprehensive strategies to meet your individual goals and objectives.
Here's a High-Level View of Our Comprehensive Planning Solutions:
(You may not require every service we offer, and that’s fine too.)