Do you want to have more time and freedom for the things you enjoy?
Whatever your current situation, financial concerns have an impact on your life and relationships. We can help formulate the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.
When you work with us, you can expect:
Straight talk: We don’t sell any financial products nor do we receive any commissions. As fee-only financial advisors, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.
All-inclusive approach: Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”
Access: Life is constantly changing. For one annual retainer fee, you can meet with us or speak to us often as is necessary to help you accomplish your financial goals.
Value for your money: We are committed to providing value that exceeds our fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than she charges you?
The highest professional standards: We are committed to the Cambridge Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.
Prior to Financial Pathways John had a very successful sales and management career at Xerox Corporation and other Fortune 500 companies. John is a CFP® or CERTIFIED FINANCIAL PLANNER™ professional. He is licensed by the State of New Hampshire as a Life, Accident & Health and Property & Casualty insurance consultant. As an Enrolled Agent (EA) John brings substantial tax knowledge to inform financial planning and investment strategies for his clients.
John is a member of National Association of Enrolled Agents (NAEA). In addition John is a Registered Investment Advisor, a Registered NAPFA Advisor and a member/co-owner of the Alliance of Comprehensive Planners (ACP). ACP members are the pioneers of a whole system approach to financial planning-planning that focuses on the person, not a product. It’s a higher standard of financial planning, one that makes the advisor your advocate. ACP has the highest credential and continuing education requirements for its members in the financial planning industry.