We strive to provide strategy and product recommendations in the best interest of our clients based on their unique financial situations, focusing on their financial goals and priorities. We pride ourselves on our ability to educate our clients on all the pros and cons of different options so that they may be able to feel confident in making their final decisions.
ChangePath adheres to a five-step plan of wealth management and goal achievement.
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What’s your goal? Where do you want to go? That’s the most important question to our advisers. |
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Where are you now? Our advisers cannot help you get to your goals unless we know where you stand today. Having a solid grasp on your current financial situation is the only way we can help you achieve the goals that are important to you. |
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How do we use what we know to build a plan? There’s rarely one way to get from Point A to Point B. ChangePath provides the pros and cons for each scenario and helps you make a comprehensive wealth-management plan for your individual situation. Our advisers give you the knowledge and the tools: it’s your job to make the decisions.
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How do you execute your plan? Everything leads up to this point. You have to execute on what you agreed on with our advisers or nothing happens. ChangePath will encourage you to follow through, stick to your plan, and keep making progress toward your financial goals.
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Is the plan continuing to work? Change is constant. As times change, so might your needs. Our team will work with you to update your plan as needed, to analyze new information, and to make sure you’re happy with your services and products at ChangePath.
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