Every BrightPath client is unique, even those with similar financial matters. Your cultural background, childhood experiences, attitudes, goals, emotional make-up, family situation, spending patterns, income level, and income trajectory all contribute to your individual relationship with money. We each arrive at our decisions relying on some combination of objective data and emotional pulls. So, what factors drive your relationship with money and financial decisions?
At BrightPath, we prioritize knowing you as a person, not just getting to know your numbers; What are your life’s dreams? What’s most important? How do you make decisions? How are you feeling about your finances today? Asking the right questions and listening to your answers helps us guide you and your family to your best financial decisions.
Here’s what you can expect when you work with BrightPath:
Collaborative discussions, where we talk through your goals and uncertainties.
Comprehensive advice integrating all of your personal financial matters.
A financial coach who will analyze your data and personal situation, and then provide unbiased, objective guidance.
Honest feedback regarding your situation, and the steps required to reach your goals.
A team relationship that deepens as we get to know each other.
Insightful advice and concierge service, where your best interests and well-being are our key priority.
Every BrightPath client is unique, even those with similar financial matters. Your cultural background, childhood experiences, attitudes, goals, emotional make-up, family situation, spending patterns, income level, and income trajectory all contribute to your individual relationship with money. We each arrive at our decisions relying on some combination of objective data and emotional pulls. So, what factors drive your relationship with money and financial decisions?
At BrightPath, we prioritize knowing you as a person, not just getting to know your numbers; What are your life’s dreams? What’s most important? How do you make decisions? How are you feeling about your finances today? Asking the right questions and listening to your answers helps us guide you and your family to your best financial decisions.
Here’s what you can expect when you work with BrightPath:
Collaborative discussions, where we talk through your goals and uncertainties.
Comprehensive advice integrating all of your personal financial matters.
A financial coach who will analyze your data and personal situation, and then provide unbiased, objective guidance.
Honest feedback regarding your situation, and the steps required to reach your goals.
A team relationship that deepens as we get to know each other.
Insightful advice and concierge service, where your best interests and well-being are our key priority.
Every BrightPath client is unique, even those with similar financial matters. Your cultural background, childhood experiences, attitudes, goals, emotional make-up, family situation, spending patterns, income level, and income trajectory all contribute to your individual relationship with money. We each arrive at our decisions relying on some combination of objective data and emotional pulls. So, what factors drive your relationship with money and financial decisions?
At BrightPath, we prioritize knowing you as a person, not just getting to know your numbers; What are your life’s dreams? What’s most important? How do you make decisions? How are you feeling about your finances today? Asking the right questions and listening to your answers helps us guide you and your family to your best financial decisions.
Here’s what you can expect when you work with BrightPath:
Collaborative discussions, where we talk through your goals and uncertainties.
Comprehensive advice integrating all of your personal financial matters.
A financial coach who will analyze your data and personal situation, and then provide unbiased, objective guidance.
Honest feedback regarding your situation, and the steps required to reach your goals.
A team relationship that deepens as we get to know each other.
Insightful advice and concierge service, where your best interests and well-being are our key priority.
Every BrightPath client is unique, even those with similar financial matters. Your cultural background, childhood experiences, attitudes, goals, emotional make-up, family situation, spending patterns, income level, and income trajectory all contribute to your individual relationship with money. We each arrive at our decisions relying on some combination of objective data and emotional pulls. So, what factors drive your relationship with money and financial decisions?
At BrightPath, we prioritize knowing you as a person, not just getting to know your numbers; What are your life’s dreams? What’s most important? How do you make decisions? How are you feeling about your finances today? Asking the right questions and listening to your answers helps us guide you and your family to your best financial decisions.
Here’s what you can expect when you work with BrightPath:
Collaborative discussions, where we talk through your goals and uncertainties.
Comprehensive advice integrating all of your personal financial matters.
A financial coach who will analyze your data and personal situation, and then provide unbiased, objective guidance.
Honest feedback regarding your situation, and the steps required to reach your goals.
A team relationship that deepens as we get to know each other.
Insightful advice and concierge service, where your best interests and well-being are our key priority.
Our Client
Success Stories are our Success Stories
Found 10,000 Dollars >
People just like you choose BrightPath to help chart their financial future
We’ve found that people come to a financial advisor for all kinds of reasons. Whether you’re just starting out, hitting your stride mid-career, or preparing to retire, our advice and plans can make the most of your assets.
Executives, Professionals and Entrepreneurs all choose BrightPath to grow and preserve their wealth. Below are some cases that represent a sample of the ways we have helped clients. Please reach out to us for a consultation to see how we can help you.
We found one couple nearly $10,000
A husband and wife, both corporate executives in their mid-30’s, realized their financial matters were becoming more complicated than they could handle. With demanding jobs and two young kids at home, they had neither the time nor the background to make the best financial decisions for their situation. One spouse had a compensation package that included multiple stock incentive compensation plans resulting in income tax and investment portfolio complexities. They asked us for our assistance.
THE ISSUE
Overpaying taxes
We reviewed the couple’s tax returns a previous accountant had prepared and noticed that when one of the spouses received stock incentive compensation, their employer had already withheld tax. The clients’ previous accountant overlooked this withholding, meaning the client had paid taxes twice on the same income.
OUR SOLUTION
Amend previous tax returns
We amended the prior years’ income tax returns, and the client received checks in the amount of nearly $10,000.