What We Do...
Personal Path Financial Planning provides down-to-earth financial advice and caring client experiences for individuals, couples, families, and business owners in North Carolina. We’re powered by industry knowledge and experience, without the corporate industry hang-ups. And we’re here to help make it possible to reach your goals.
Led by Mary Macdonald, a financial industry veteran of nearly 30 years, we're an independent financial firm that believes in taking the time to meet with you, listening to your needs and hopes, and partnering with you on a savings and investment plan that serves you best.
As an independent practice, we’re here to walk alongside you and personalize your financial planning needs and big goals. Unlike traditional big firms, we aren’t required to spend our time on corporate mandates, account minimums, weekly meetings, and other distractions. Instead, we focus on you.
WE CAN GET YOU STARTED (OR BACK ON TRACK) WITH:
*budget planning
*cash-flow based planning
*defining financial goals
WE ALSO OFFER ADVICE INCLUDING:
*college & retirement planning
*asset allocation
*socially responsible investing
*business succession planning
*second opinion
*annual check-ins
*insurance protection and planning
*special needs planning
Company Details
- Founded
- -
- Address
- 137 W Margaret Ln, Hillsborough,north Carolina 27278,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.personalpathfp.com
- Keywords
- Hillsborough.
- HQ
- Hillsborough, North Carolina
- Competitors
Personal Path Financial Planning Questions
Personal Path Financial Planning's website is http://www.personalpathfp.com
Personal Path Financial Planning's LinkedIn profile is https://www.linkedin.com/company/personal-path-financial-planning
Personal Path Financial Planning's industry is
Financial Services
Personal Path Financial Planning's categories are Financial Services
Personal Path Financial Planning's founding year is 2017
