The ideal client for Your Path Fi is an individual or couple who is ready to gain financial peace of mind and take action to use their money to achieve their life goals.
You likely have many passions and roles in your life. A loving husband or wife, mother or father, dedicated member of your community, small business owner or employee.
You continually strive to better yourself and the lives of your loved ones.
And you want to build wealth to support your best life.
While money should not be the main goal or the focus of our lives, you understand the impact that money has on you living your ideal life.
You value having a professional in your corner to help look over your money and hold you accountable to stay on track.
Most importantly, you value getting help outlining your ideal life and your WHY for building wealth. And you want help to build a plan to get you there.
Working with Your Path Fi provides you with financial clarity and peace of mind. We aim to eliminate the worry and stress that comes with your money and the thought of being on the right path for your financial future.
We provide a planning experience focusing on you, your life goals, and your values. We will assess these with your current financial picture and create Your Path to Financial Independence, empowering you to live your ideal life.
After setting your initial Path in motion, we will monitor your financial life throughout the year. With review meetings to asses progress and stay on track, we will tackle action items together and adjust Your Path as your life changes. Knowing that your finances are organized and watched over, you will have peace of mind.
When life gets busy, we are here to help. You can focus on your life and your family while we ensure nothing money-related falls through the cracks.
Delegate your financial responsibilities to us—we've got you covered.
Your time is valuable, and managing finances can be overwhelming. Let us help alleviate that stress by offering continuous advice and support. Our commitment is to keep your financial matters organized and up-to-date, freeing you to concentrate on your passions and goals.
Our Planning Focus
Align your money and your values
Prioritize and automate your cash flow
Proactive tax planning strategies
Create an investment strategy
College planning
Ensure your loved ones are taken care of through proper insurance and estate planning
Develop a strategy for your employer equity compensation
Optimize the value of your employer benefits
Retirement planning
Maximize the impact of your charitable intentions
Define Your Path With Comprehensive Financial Planning
Annual flat fee of $4,800 + $1,500 one-time start-up fee
Your Path Fi charges an annual flat fee for comprehensive service, which includes ongoing financial planning and investment management.
Define Your Path offers multiple progress meetings per year with unlimited support and access to on-demand planning meetings. We offer hands-on support and accountability to implement your planning items.
The fee can be automatically paid from your investment accounts (if we manage your investments) or by credit/debit/ACH. The fee is an annual fee but is debited quarterly in arrears.
Comprehensive Financial Planning is best for those with more in-depth planning needs who prefer to delegate the implementation of planning items.
Not ready for comprehensive financial planning? We offer other accessible engagements.
Jump Start Your Path With Elements
Annual flat fee of $2,400 + $500 one-time start-up fee
The Jump Start Your Path With Elements program focuses on building a strong financial foundation for those early in their wealth-building journey. We will focus on assessing and strengthening key financial areas, such as spending, saving, liquidity, debt, and investments.
You will have access to mini-planning projects, advice, and optional investment management.
The fee can be automatically paid from your investment accounts (if we manage your investments) or by credit/debit/ACH. The fee is an annual fee but is debited quarterly in arrears.
Limited Engagements
We also offer limited engagements and one-time financial plans. Contact us to learn more.