When the financial Freedom Path was established, it did not pursue its peers ‘ route – a transaction-oriented business style focused solely on “sale” investments. Instead, we stress the importance of offering advice to specific customers, recognizing their needs and concerns, and designing personalized financial strategies.
Today, financial advisors from The Freedom Path Financial continue to follow this approach, encouraging our clients to concentrate on long-term investing and diversified portfolio growth. Our mission was – and still is – to help people prepare for their lives.
Remaining mindful of our clients ‘ shifting needs, we keep a watchful eye on the dynamic financial environment of today. We offer a broad range of investment options to help meet the changing needs of our clients. Furthermore, Freedom Path Financial is a pioneer in offering fee-based alternatives to conventional commissions.
Yet for all its creativity, the founding principle of Freedom Path Financial remains unchanged. Therefore, we are committed to offering full financial planning services and personalized, professional assistance to clients. To put it simply, we believe that our focus is people and their financial well-being … and that we are committed to the success of our clients.
Financial Planning Tips
Be SMART in planning your financial Goals
Success is most likely if our goals are
Specific: What do I want to achieve? What is required of me and what are my constraints?
Measurable: How much money is needed? How will I know if I am Succeeding?
Attainable: How can I do this? Is this consistent with my other financial goals?
Realistic: Am I Willing and able to do this?
Timely: What is my target date? What short-term goals must be achieved along the way to achieve my long-term goals?