WHAT DO YOU REALLY GET WORKING WITH SUREPATH?

Cubicle Free FINANCIAL ADVICE

 

We’re finance nerds holding CFA, CFP and other credentials with over six decades of cumulative experience. But really, at our core, we are human. Just like you. We experience pain, sadness and fear. And while we understand emotions can be a big driver of financial decisions, they’re often not the best one. We’re here to help you sort through it all to build a real, actionable, customized plan.

With our team you’ll find:

  • Coordinated and comprehensive advice
  • Controlled risk and maximized returns.
  • Experts who push one another to grow and challenge each other’s opinions and beliefs to ensure you get the very best advice possible.
  • An organization guided by our shared values of humility, hard work, honesty, and gratitude.

Here’s how our process works...

It all begins with a 15 minute conversation. Pick up the phone, fill out our web form, or send us an email, we’ll get the ball rolling. As we get to know you, what you care about, and what you’re looking for, we’ll determine if we’re a good fit to step in as your guide.

The path we take from there is totally dependent on who you are and what you need -- the process is custom built for you. (We’re not like many advisors, who have a rigid process which yields the same outcomes and the same type of advice for everyone.)

It’s our Mutual Commitment Promise

OUR COMMITMENT

  • Provide expert advice with a legal commitment to your best interest
  • Show up prepared and energized for our meetings
  • Supply you with unique tools to help you navigate your financial decisions

YOUR COMMITMENT

  • Maintain a collaborative attitude and honest communication
  • Attend regular strategy meetings to help us meet your needs
  • Implement strategies we develop together with an eye on your goal.

YOUR DESTINATION?

Our goal is the same as yours: to guide you to a place of financial clarity and confidence so you can focus on the things that really matter, instead of worrying about whether or not you have enough money to get there.