Personal Path Financial Planning

Financial Services • Hillsborough, North Carolina, United States • 1-10 Employees

Company overview

Headquarters	137 W Margaret Ln, Hillsborough, North Carolina 27278, US
Phone number	+19197979343
Website	personalpathfp.com
NAICS	52
SIC	628
Founded	2017
Employees	1-10

Key Contact at Personal Path Financial Planning

Mary Macdonald

Founder and Financial Planner

Personal Path Financial Planning Email Formats

Personal Path Financial Planning uses 1 email format. The most common is {first initial} (e.g., j@personalpathfp.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@personalpathfp.com	100%

About Personal Path Financial Planning

What We Do... Personal Path Financial Planning provides down-to-earth financial advice and caring client experiences for individuals, couples, families, and business owners in North Carolina. We’re powered by industry knowledge and experience, without the corporate industry hang-ups. And we’re here to help make it possible to reach your goals. Led by Mary Macdonald, a financial industry veteran of nearly 30 years, we're an independent financial firm that believes in taking the time to meet with you, listening to your needs and hopes, and partnering with you on a savings and investment plan that serves you best. As an independent practice, we’re here to walk alongside you and personalize your financial planning needs and big goals. Unlike traditional big firms, we aren’t required to spend our time on corporate mandates, account minimums, weekly meetings, and other distractions. Instead, we focus on you. WE CAN GET YOU STARTED (OR BACK ON TRACK) WITH: *budget planning *cash-flow based planning *defining financial goals WE ALSO OFFER ADVICE INCLUDING: *college & retirement planning *asset allocation *socially responsible investing *business succession planning *second opinion *annual check-ins *insurance protection and planning *special needs planning

Personal Path Financial Planning revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Personal Path Financial Planning has never raised funding before.

Frequently asked questions

Personal Path Financial Planning is located in Hillsborough, North Carolina, US.

You can reach Personal Path Financial Planning at +19197979343.

Personal Path Financial Planning was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Personal Path Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Personal Path Financial Planning

Mary Macdonald

Founder and Financial Planner

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