Our Planning Process

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Pathfinder Planning LLC provides young adults and working families with personal financial planning advice and investment management for a simple fee.

As a "planning first" firm, our clients start with our Five Step Financial Planning Process. We help you Get Organized, Explore your risk and insurance needs, Brainstorm investment and retirement ideas, Discover your other questions, then Present your solutions.

After your planning is complete, we work together to help you implement your recommendations with investment management, ongoing planning services, or annual updates.

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Find Your Way

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While your Implementation Plan is specific to you, here are common actions we take to guide you through the first 12 months:

  • Implement Your Budget
  • Establish Loan Payoff Schedule
  • Complete Insurance Purchase
  • Beneficiary Review & Summary
  • Complete Estate Documents
  • Detailed 401(k) Review and Setup
  • Detailed Employer Stock Review
  • Investment Recommendations
  • 529 Plan Setup
  • Create Tax Scenarios and Recommendations