Pathlight Wealth Management

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We'll discuss in depth what's most important to you Is it a comfortable retirement that begins as soon as possible? Or is it more shortterm goals such as saving for a childs education, paying back student loans, or buying a home? Or some combination of all of the above? First, we'll identify and prioritize your goals and determine what's needed to meet those goals We'll create a picture using advanced planning software that analyzes all the elements of your current and future cash flow We'll examine the interplay between income, savings, debt, investments, growth, risk, and taxes to determine the next steps for your custom financial plan Ultimately, this information forms the foundation for the plan we're creating for you