Wealth management is more than giving advice on where to invest your money.  At Life Path Wealth Advisors, we like to look at and understand your whole financial picture.  We want to get to know you and what matters most to you.  

Define Goals & Objectives 

Everyone has unique goals and objectives and we want to learn what those are. Most people have short and long term goals and it is important for us to plan for both.

Evaluate Expenses, Cash Flow & Taxes

We discuss your household expenses and cash flow.  Are you living within your means or do you need to set a budget?  Do you have special tax situations that need to be addressed?  Is saving for college on your radar for your children?  Do you have a special needs or ailing family member that needs to be taken care if something happens to you?  

Provide Recommendations

It is not possible to provide advice or recommendations until we truly understand your current financial situation.  Only after we discuss and look at your whole pictures, do we like to provide recommendations that are suitable for you and your family.

Develop & Execute the Plan

We will help you develop a plan.  We will also provide the guidance to execute the plan.

Refine & Revise as Needed

We also understand that goals and situations will change and we are here to refine and revise your plan as needed.  

Life is a journey and we want you to be confident that you are on the right path. The road from here to there is shorter for those who know the way.