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
People just like you choose BrightPath to help chart their financial future
We’ve found that people come to a financial planner 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 mapped a custom financial plan for a young upwardly mobile family
A young family with two pre-teen children knew they needed a financial plan. They were making a comfortable living, but they didn’t understand all the financial details and terminology, or how to achieve their goals.
THE ISSUE
Balancing current lifestyle, while saving for the future
The family needed a clear path to save for retirement and their kids’ education, so they came to BrightPath for a financial road map to help them balance savings and spending. They needed help defining their lifestyle priorities, spending goals and plans for what to do if life throws a curveball.
OUR SOLUTION
Provide the right amount of data for informed decisions
Peace of mind comes from having the right information. Together we created a personal financial plan that encompasses their life goals, career trajectory, savings rate, risk profile, current and expected spending levels, and scenarios of how their investment portfolio may grow throughout their lifetime. Armed with information about their financial journey, this couple was able to make better and more confident decisions around savings, spending and investing. And now they have someone to call if life does throw a curveball.