Pathfinder Financial now provides “Virtual Financial Advice” in an unbiased format to help clients "Chart Their Course" on the road to Financial Independence. A virtual financial advisor offers financial planning services to their clients primarily or entirely online and by phone. This means no matter where you or your financial advisor choose to live, you're always just a Zoom call away from a face-to-face meeting.
To get started please fill out the contact information section below along with a brief description on how we can be of help for your particular financial advisory needs and goals.