Pathways Financial Planning, LLC offers financial planning services to individuals. They provide financial planning on an hourly basis or through ongoing engagements. Pathways Financial Planning does not manage investments but may provide investment recommendations as part of the financial planning process. They are a fee-only firm, meaning they only get paid by their clients for their services.
Fee Structure
Pathways Financial Planning offers ongoing financial planning for a recurring fixed fee, ranging from $500 to $800 per month or $1,500 to $2,400 per quarter. The fee depends on the client's needs, complexity, time, research, and resources required. Clients work with a planner to develop and implement their financial plan, which is monitored and updated as needed.
Pathways Financial Planning offers hourly financial planning services at a rate of $250 per hour. This service is for clients looking to address specific questions or issues on a one-time basis. Divorce financial planning is also offered at the same hourly rate and is charged monthly.
