We help make your financial dreams come true.
For dreams to come true, we must first have a plan.
We all have dreams -- of embarking on adventures, diving into new hobbies or even a new career, of providing education for our children, or of simply having a worry-free retirement. But for dreams to come true, we must first have a plan. We must envision our goals, quantify them and determine the specific steps we need to take.
At Narrow Path Financial, we provide you with a team of knowledgeable professionals to lead you through this process. Narrow Path Financial is a fee-only financial planning firm offering financial planning and investment management services to individuals, couples and families. Our mission is to lead and guide you towards financial stability, security and prosperity.
We provide financial planning, investment management and wealth management for public service employees, young professionals, business owners, mid-life and mid-career individuals.
Public Service Employees
Young Professionals
Business Owners
Mid-Life and Mid-Career
Effective planning is a continuous journey. At Narrow Path Financial, we help you navigate the path to financial success.
Financial Footing
We believe that consumers are seeking not only financial advice, but comprehensive financial planning. Our services include cash flow and debt management, estate planning, insurance needs analysis, tax planning, retirement planning and investment advice and management.
Framework
We consider the many different aspects of your life and define where you want your money to take you. Together we will develop a clear framework for your journey. We will evaluate your current position to be sure you and your family are prepared for life's surprises.
Founded On Trust
Unlike many financial advisors, Narrow Path Financial are also fiduciaries for our clients. We operate with complete transparency, avoid conflicts of interest and disclose all details, fees and expenses. We take the time to thoroughly explain all of your investments in plain English.
Let's Get Started.
What You Can Expect
Our Process to Help You Reach Your Financial Goals
Consultation
Are we a good fit for you? We meet with you for one hour to get to know you and determine what type of service fits you best.
Discovery
We are excited to work with you! We gather your pertinent financial info, dig into your goals, and your current financial standing.
Assessment
We look at you whole financial picture and determine how to help you reach your goals.
Delivery
We present you with our recommendations including cash flow analysis, retirement planning, risk management, investment management, tax management and estate planning
Sustainability
Revisitation of your plan, goals, and life changes to keep your implemented plan up to date.
No Commissions, No Sales, No Minimums
Narrow Path Financial is fee-only and does not earn commissions. We are focused on providing financial planning services, NOT on selling you unnecessary products. We believe everyone can benefit from professional financial advice, regardless of where you are along your journey.
Sworn Fiduciary
Not all financial planners are fiduciaries. A financial advisor who has undertaken the Fiduciary Oath as a legal duty to act in your best interst and is not getting paid to influence you into purchasing investment products that you don't want or need.
CFP ® Professional
Certified Financial Planner ™ professionals must meet the highest requirements in the industry in terms of ethics, education, experience and exam. CFP® professionals committed to make financial planning recommendations in your best interest.
PROUD
AFFILIATIONS:
Narrow Path Financial, its owners, officers, directors, employees, subsidiaries, service providers, content providers and third-party affiliates (referred to as "[Firm NPF]") not licensed to sell securities or investments. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement, of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. The content is provided 'as is' and without warranties, either expressed or implied. [Firm NPF] does not promise or guarantee any income or particular result from your use of the information contained herein. Under no circumstances will Narrow Path Financial be liable for any loss or damage caused by your reliance on the information contained herein. It is your responsibility to evaluate any information, opinion, or other content contained. Please seek the advice of professionals regarding the evaluation of any specific content. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.