Max and Lisa weren’t 100% confident they were on the best path, which is why they engaged a financial planner.  As busy professionals, why should they spend their precious time after work learning another craft?

After meeting with their financial planner, they came away with a better and clearer understanding of the financial planner’s role in their lives.

Together, they discovered Pathways to experience life on their terms:

• The affirmation that their spending needed to be re-aligned but NOT “budgeted”
• Confidence was established with the best way to purchase their vacation cabin
• Reduced investment costs and improved asset allocation to align with long-term goals
• Overlooked employer benefits were implemented to their strategic plan
• Joint values discovery leaving Max and Lisa reinvigorated to achieve their goals together

Thoughtful and honest conversations revealed how the help of a professional financial planner, Max and Lisa’s values should be reflected in their long-term lifestyle goals.

They got organized through an easy-to-use personal finance app which helped Max and Lisa gain control and clarity over their entire picture. For the first time, they saw and understood their “Net Worth Statement.”

By saving time and outsourcing the details of their financial plan to a professional, Max and Lisa have more time to spend living their best life while feeling safe that their back is covered.