Pathlight Wealth Management

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We'll discuss in depth what's most important to you. Is it a comfortable retirement that begins as soon as possible? Or is it more short-term goals such as saving for a childâ??s education, paying back student loans, or buying a home? Or some combination of all of the above? First, we'll identify and prioritize your goals and determine what's needed to meet those goals. We'll create a picture using advanced planning software that analyzes all the elements of your current and future cash flow. We'll examine the interplay between income, savings, debt, investments, growth, risk, and taxes to determine the next steps for your custom financial plan. Ultimately, this information forms the foundation for the plan we're creating for you.