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Financial Pathways

Fee-Only Financial Planning Services

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  • About
    • Our Advisor
    • Our Approach
    • Our Services
    • Our Pledge to Clients
  • Investment Advice
    • Functional Asset Allocation
  • Financial Planning
  • Taxes
  • Free Tools
  • Contact

The ACP Member Pledge to Clients

In my dealings with my clients, I pledge to be:

  • Holistic in outlook. I will consider all of your circumstances, family needs, goals, values, and aspirations when making comprehensive financial planning recommendations.
  • Professional in conduct. I will protect your privacy. I will strive to maintain the highest ethical standards possible in my work and life. I will continually enhance my skills and credentials through continuing education, and I will refer you to other professionals when you need help in an area outside my expertise.
  • Educational in nature. I will guide you through your options and explain them clearly to help you make the best choices. I will always take the time to make sure you understand my advice.
  • Independent in compensation. I will never sell you a product nor will I take a commission or a referral fee from another professional. You will receive objective, unbiased advice from me.
  • Committed to your success. Holistic financial planning is a process, not an event, and I commit to adjusting your plan as your life goals change.

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Member of…

Member, Alliance of Cambridge Advisors
Member, Fee-Only Network
Member, National Association of Personal Financial Advisors

Financial Pathways, Financial Planning Consultants, Londonderry, NH

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Contact

W. John Dulmage
75 Gilcreast Rd., Suite 200
Londonderry, NH 03053
Phone: 603-821-1450

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Legal Information

Investment advisory products and services are offered through advisory representatives of Financial Pathways, an investment advisor registered with the State of New Hampshire.

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