Regardless of where you are in life's journey, PathSetter Financial is here to help you and your family succeed. Whether you are an established busy professional, just getting started or already retired, we offer financial solutions for the challenges you face. There are no "minimums" (no minimum investable assets), and no constraints to who we serve.
It's an ever-changing and complex world. With decades of experience working with professionals in supply chain, we understand the unique business and personal (work/life balance) challenges that busy people face.
Managing the supply chain requires processes and technologies, managed by capable people.
So does your financial plan!
We leverage world-class processes and tools combined with real-life experience, and stand ready to help you achieve your goals.