Personal Path Financial Planning provides financial planning and investment consultation services. They help clients evaluate their current and future financial state, considering various factors to anticipate future cash flow and asset values. They offer advice on cash flow, debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Personal Path Financial Planning does not manage investments.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
www.personalpathfp.com ·www.linkedin.com/in/maryrmacdonald ·www.linkedin.com/company/personal-path-financia...
Fee Structure
- Financial Planning Services - A comprehensive evaluation of your current and future financial state. The plan will address areas such as cash flow, debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
- Account and Portfolio Consultations - Financial and investment consultations on accounts not managed by Personal Path Financial Planning. Recommendations are provided on a quarterly or more frequent basis.
Hourly Rate:$300/hr
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