Personal Path Financial Planning
Financial Service
Why pick this one
Personal Path Financial Planning provides fee-only, fiduciary planning with no account minimums for North Carolina individuals, families, couples, and business owners.
Best for
- Individuals or couples seeking comprehensive retirement, investment, insurance, tax, and estate planning
- Clients needing targeted help with budgeting, debt, college savings, employee benefits, or financial goals
- People seeking a two-hour virtual financial planning session for a fixed $900 fee
- Clients seeking socially responsible investing or special needs planning
- Business owners seeking business succession planning
- Clients wanting an independent second opinion without product commissions
Look elsewhere if
- Clients seeking commission-based investment or insurance product sales
- Clients seeking emergency financial services or immediate response times
- Clients seeking a traditional account-management firm with investment account minimums
Specialties
- retirement planning
- investment and risk-tolerance planning
- insurance protection and planning
- budgeting and debt management
- college savings planning
- tax planning
- estate planning
- business succession planning
- socially responsible investing
- special needs planning
- employee benefit optimization
Certifications
- Garrett Planning Network
What makes them different
- Fee-only compensation with no sales commissions
- No income or investment account minimums for hourly engagements
- Fiduciary oath taken by founder Mary Macdonald
- Hourly, as-needed, and project-based pricing options
- Founder Mary Macdonald has nearly 30 years of financial industry experience
- Serves
- Raleigh, Durham, Hillsborough
Distilled from this business's own website.
Contact & Location
- Address
- 137 W Margaret Ln, Hillsborough, NC 27278-2547
- Website
- https://www.personalpathfp.com
- hello@personalpathfp.com
Services
- comprehensive financial plans
- targeted financial plans
- hourly financial planning
- project-based financial planning
- real-time financial planning sessions
- periodic financial reviews
- employee benefits education