The Pathway Partners Process

Can someone really offer you investment advice when they first meet you? We don't think so. Discovery is all about understanding you, your goals, objectives, and what is important to you. There is no investment discussion in this meeting.

We listened, now we will tell you what we heard. Does that match up with your thoughts? Things change too, so did you and your partner discuss this at home with a different outcome? We will not proceed until we get this part right so that we share the proper focus to set a plan.

Based on the discovery review, we will decide how many components of planning need to be completed for you. Whether your plan is straightforward or complex, we make it our priority. 

Here we will discuss the plan with you to ensure that it's aligned with your goals and objectives. Special attention will be placed on education so that you can understand what's being suggested and why. 

It's time to put your plan into action. Coordinating with other professional advisors, we look to implement the various parts of your plan including investment management and the other planning elements that were selected for you.

Life happens and things change. This stage of the process focuses on adapting the plan and investment management, accordingly. We ask our clients to commit to meeting with us at least on a yearly basis. Of course, we are always available for any updates.