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Interested in partnering together on a plan that allows you to live for today and shape the path for tomorrow?

You’re off to a great start, by being here. Every journey starts with a first step.

LET’S GET STARTED TOGETHER!

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Frequently asked questions

Do you offer a free consultation?
Yes! Our initial meeting(s) are designed to explore fit, with no commitment. Our process is designed to support you, regardless of whether we work together.
Are you a fiduciary, fee-only advisor?
Yes! Curious about what that actually means? You can learn more here.
Who is a fit?

If you value the collaborative planning process, are interested in aligning your values with your resources, and are looking for an ongoing relationship with a trusted guide and partner, then you are a potential fit. If you are looking for a short-term engagement, cryptocurrency strategies, or active investment management (stock tips), you may want to explore XY Planning Network, Money Quotient, NAPFA or the Garrett Planning Network for other options.

I don’t live in Oregon. Can I still work with Pathlight?

Yes! Although Pathlight is based in Portland, OR, we work with clients throughout the United States. Pathlight seeks out clients who are the best fit for our approach, regardless of geographic location.

How long have you been practicing?
I’ve been in the financial services industry since 2009, with a focus on financial planning since 2019.
Where do you meet with clients?
All meetings are held virtually.
Do you offer ESG/Sustainability Portfolios?
Yes!
Do you offer project or hourly services?
No.
If we work together, where will my assets be held?
Managed investment accounts are held at Altruist, where you will have online and mobile access.
Why choose Pathlight?

Pathlight’s goal is to partner with you to build structures that allow you to live for today and shape the path to tomorrow. Our personal, values-based, client and family-centered and satisfaction-oriented approach is designed to support both your personal and financial journey, one step at a time.