Financial Guidance For LIFE’s Changing Paths
(Live Intentionally, Financially Empowered)
Our Services
Essential LIFE Path - $3,000
Custom Financial Path for those needing guidance on savings and spending targets, retirement date estimates, and investment advice.
Your Custom LIFE Path
At Divergent Path Advisors, we believe that financial advice should be as dynamic as life itself. Rather than offering rigid financial plans, we work with our clients to build a flexible LIFE Path—a journey that adapts to life’s changes, choices, and opportunities. At Divergent Path Advisors, LIFE means, Live Intentionally, Financially Empowered. We believe in the mental benefits of living now, but understanding the tradeoffs for your future plans.
We recognize that no two lives follow the same route, which is why our approach is rooted in personalization and flexibility. We will review your entire financial ecosystem, from expenses, to income, to all savings & investments, to real assets and more. We provide the tools, insights, and support to help you adjust your course confidently—whether you’re advancing toward long-term goals or navigating life’s unexpected turns.
Plus we charge a transparent ONE-TIME Fee and give you the tools to guide your financial success going forward. Our goal is to set you up for long-term success and avoid future advisory expenses. We are available for future guidance, at your discretion, meaning no additional fees, unless you need additional guidance.
Enhanced LIFE Path - $4,000
Custom Financial Path for those wanting advice on various scenarios including saving for college, retirement accounts, housing affordability, and investment recommendations.
Premier LIFE Path - $5,000
Custom Financial Path for those with complex financial needs such as tax loss harvesting, detailed budget analysis, investment concentration concerns.