Our Process

A Look Into Our Process

At Pathway Wealth Advisors, our firm’s process is designed to specifically help clients visualize the path to reaching their financial goals and alleviate any concerns through careful financial planning. Our team developed an educated, authentic, and caring approach with a high level of customized service to financial professionals and their clients since the inception of our firm. We are excited to bring this knowledge and service to help our clients pursue their financial goals.

We listen to the concerns and needs of our clients and then meet to collaboratively respond with researched information and care, and we work hard to base each approach depending on your needs. Through a commitment to this care, we have established a time-tested four-step process to guide our clients through their financial planning journey:

Step One - Discovery

Primarily, we will have a conversation with you to begin developing a relationship with you and understand your starting point. We will also take care to address any questions or concerns you may have about working with us. Next, we will organize your finances so that you can see your financial picture more clearly and establish goals that you want to reach in your future.

Step Two - Strategy

We will determine the appropriate next steps to take to ensure that you, with the help of our team, are ready to progress with developing your financial plan. We will then methodically develop personalized strategies together, at your comfort level, that will put you on the path to pursuing your goals.

Step Three - Implementation

After the strategies are identified, we will make specific asset and investment recommendations to bring those strategies to life. When you approve those recommendations and ensure that they are right for your situation, we’ll put them into action.

Step Four - Monitoring

After the strategies are implemented, we’ll continuously monitor your progress together through regular meetings to help you stay on track or pivot when life throws you a curveball.

If you feel that our process aligns with what you may be looking for in a financial partner, please feel free to contact us and we will be happy to answer any questions you may have about our financial planning process.

Have a Question?

Thank you!