Retirement Pathfinder

The Pathfinder Process

March 4, 2021

We spend a lot of time on the podcasts covering general financial topics, but we have not explained the Pathfinder Process that Barbara and Phil use everyday in their practice. They'll discuss the three stages of their process, the various topics they will ask about, and the importance of educating their clients.

Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Contact: http://pathfinderadvisory.com/contact/