Broker Check

What We Do

It's more than just the numbers . . .

Life is about so much more than money. Research from finance, sociology, psychology, and behavioral economics shows that the relationship between our money and our happiness is complex and unintuitive.

Typical financial advisors help their clients save and invest their money, but at Best Path Advisors, we are committed to helping you gain true wealth. True wealth is whatever brings you joy in life. It's what you really want to be rich in – your family, passions, purpose and time.

You have one life to live; we help you live your biggest, boldest, best life possible.

Your personalized holistic financial plan is your roadmap to your best path!

We offer the following levels of service:

PHASE I – PLANNING PHASE

Best Path Planner Clients receive a holistic financial plan covering all nine key areas of your financial life: Wealth Creation and Protection, Cash Flow Planning, Investment Planning, Retirement Planning, Tax Planning, Risk Planning, Estate Planning and Philanthropy. It includes

  • your Retirement LifeMap financial plan with base and alternative projections
  • financial scenario modeling to answer your "what if's"
  • comparison of rewards and trade-offs of options and decisions to be made
  • summary of missing elements
  • action plan and action timeline
  • recommendations in the nine key areas specifically for your unique situation
  • concrete, creative and concise strategies to create your best life
  • more confidence, clarity and transparency for your financial future

PHASE II – ACCOUNTABILITY PHASE

We don't just hand you a big, overwhelming plan, but instead build a relationship timeline to keep you on track, with achievable goals and incremental changes. We assist you with the implementation and "heavy lifting" to implement your plan. In addition, we give you access to our state-of-the-art planning portal where you can track your progress and review important updates along the way.

PHASE III – WEALTH MANAGEMENT PHASE

Your investments are an important and integral part of your financial life plan.

Best Path Premier Clients receive a comprehensive investment strategy to align your investment plan with your Retirement LifeMap plan. You want to know that your whole financial life is not only working together but is also professionally managed and monitored so you can focus your time and energy on the things that matter the most. In addition to the Retirement LifeMap Plan described above, you receive:

  • Comprehensive Investment Plan
  • Portfolio Construction with a Core, Strategic and Tactical Approach
  • Asset Allocation
  • Personalized Investment Selection
  • Risk Tolerance Guidelines
  • Stress Testing against 100+ economic scenarios to minimize downside risk
  • Portfolio Monitoring
  • Portfolio Re-balancing
  • Tax Loss Harvesting
  • Investment Research and Analysis
  • Strategy Research and Analysis

We construct your investment strategy fitted to your Retirement LifeMap plan with a disciplined approach, focusing on diversification and low fees.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

liz@bestpathadvisors.com   |  817-849-1375