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Process

Financial freedom. We help clients achieve it, manage it, and pass it along.

Our Process helps make us #1 with our clients.
All of our services combine to provide a Small Firm Culture with Large Firm Capabilities that deepen our relationships with our clients. We are pleased to report that over 90% of our clients trust us with their financial planning needs and the majority, if not all of, their investment assets. We are indeed #1 with our clients, and we are grateful to them for providing the growth of our company, because the vast majority of our new business is generated by referrals.

Unlike companies with impersonal call centers, sales-oriented brokers, and packaged investment solutions, Level Paths provides every client with a Customized Services Package tailored to your desired format and meeting frequency. Each package includes 24/7 access to the comprehensive financial planning tool (see demo video), the financial principles Progress Report, and the values-based Portfolio Management Report. Our dedicated staff coordinates your services package, systematic reviews, and your access to our subscription-selected educational library.