PathSetter Financial

About PathSetter Financial

I started PathSetter Financial because I'm passionate about helping others Set a Path to Financial success. This work fills my soul. I have 25 years of volunteer personal financial experience including Board of Directors in the banking industry (committees: budget, ALICO: asset/liability/investment), participating in the IRS VITA tax prep program, mentoring individuals one-on-one, teaching financial empowerment classes, and I've developed and delivered Personal Financial Health seminars to over 4,000 professionals that focused on developing good habits and behaviors. My life changed when I hired a Financial Advisor many years ago. I thought I did the right things - save and invest - but I was missing so much of the planning aspect. Seeing the opportunities to optimize my personal finances - it was an epiphany. My firm leverages world-class technology and processes to understand your unique challenges, and then Set you on a Path to achieve Financial success! I believe a comprehensive and well-documented plan is the cornerstone of achieving your goals. Regardless of your life phase, NOW is always the best time to start or enhance your financial plans. I begin by understanding your specific circumstances and then prepare the proper tax-optimized strategies and tactics for retirement and other goals—while educating you on the "what" and "why." I invite you to visit my website for more information: www.PathSetterFinancial.com I am Trustworthy: As a fiduciary, I will always act in your best interests. I am Experienced: 25+ Years of teaching classes and seminars, mentoring, VITA tax prep, Executive Options/RSU/Deferral, Board of Directors/Banking. I lead with Integrity: I do not accept hidden fees or commissions and will not 'sell' you any products.

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