Financial Pathways
About
At Financial Pathways we do comprehensive tax focused financial planning and investment management. Principal advisor John Dulmage is a CFP professional and an Enrolled Agent (an IRS designation noting tax expertise). John is also a licensed insurance consultant. Our fee structure is Fee Only. This means that we have no vested interest in you buying any particular financial product. This frees us to focus on your best interest. John is a Registered NAPFA advisor and a member/owner of the Alliance of Comprehensive Planners.
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Frequently asked questions
What is your typical process for working with a new customer?
First step is a telephone interview during which we can ask questions of each other to determine if there is value in working together. If we agree to take further steps the work unfolds in a way customized to the needs and goals of you the client.
What education and/or training do you have that relates to your work?
I hold the following credentials
CFP Certified Financial Planner
EA Enrolled Agent ( A Tax Designation
NH Insurance License
Registered NAPFA Advisor
Licensed Alliance of Comprehensive Planners Professional