Why We’re Different

CERTIFIED FINANCIAL PLANNER®

Our advisor is a CFP® Professional and has been through rigorous testing and years of experience.

FEE ONLY

Fully transparent and objective with our fees. Operating as Fee-Only we are only compensated directly by our clients for advice, plan implementation and ongoing management of assets. No sales, no commissions.

FIDUCIARY

As fiduciaries we must avoid conflicts of interest and will only offer advice that is in the best interest of our clients.

FLAT FEE

There are no hidden costs. You will know up front what the cost of financial planning is and will not be surprised by an unexpected fee or bill.

HOLISTIC PLANNING

We look to understand each and every aspect of your finances so we can optimize how those pieces work together to help you reach your goals.

INDEPENDENT

We’re not tied to the products or requirements of a parent company and thus can make recommendations that are best aligned to serving your needs.

We offer advice in the following areas:

Investment Management

We make recommendations on how to best manage each of your accounts. Before we invest funds on your behalf, we will review your goals, risk tolerance, time horizon, tax considerations, income needs and other interests to find the best fit for you.

Tax Planning

We get it: nobody enjoys paying taxes. We work with you, your tax professional, and your lifestyle to develop a tax strategy that will save you money.

Asset Protection

You’ve worked hard to get where you are. We want to ensure that you and your assets are protected. We include an analysis of your insurance needs as it relates to income, life, medical, property and liability coverage to make sure you are not at risk.

Planning for the Future

We don’t just mean retirement when we talk about the future. We have a passion for establishing financial success for you and your family. We want the plans and skills we put in place to help your children and grandchildren to continue on their own journeys to financial freedom.

Stock Options

Your company offered you equity as part of your compensation, now what? We'll work with you to come up with a strategy that fits with your goals and addresses potential tax implications.

Estate Planning

Taking a look at estate issues is important for everyone. You don’t want to risk your assets and earnings ending up in the wrong hands. FlightPath Financial Planning will review beneficiary designations, assess the need for wills, trusts or powers of attorney, and optimize asset titling.

Student Loan Planning

Agreeing to student loans in college seemed like a no-brainer. Now that you've graduated and payments are due, you find yourself faced with complicated decisions you know very little about. We can help.

Cash Flow & Debt Management

Juggling your credit card payments, loans, and living expenses can feel overwhelming, especially when you are trying to build up savings. FlightPath Financial Planning can help you better manage your cash flow to save you time and money.

Balancing Today and Tomorrow

How confident do you feel in your ability to enjoy the money you have today, while not hindering your ability to save for a comfortable retirement? We will help you balance your savings and spending.

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