facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

... a personal approach, where values clarify aspirations and drive discovery of
your unique best path forward.

What Are Our Core Values at Your Best Path Financial Planning?

We use the best available practices of sustainability in our home office and minimize tansportation by doing business virtually.  

We implement our commitment to social progress by the value and respect we give all prospects and clients without exception, no matter where they come from or who they are.


Your Best Path Financial PlanningValues-Driven Investing


No product salesNo Product Sales








Holistic ApproachHolistic Approach


Your Best Path Financial PlanningValue


We offer a great value for your dollar in that our hourly rate is very reasonable for the region.  We minimize overhead by operating virtually as much as possible.  There is no fancy receptionist or assistant on my payroll as I am a sole proprietor.