Financial Clarity. Trusted Guidance.
A Clearer Path to
Financial Confidence
Pathworks Financial combines personalized planning with genuine education — so you understand your finances and feel confident in every decision.
30+
Years Experience
Independent
& Fiduciary
Personalized
Planning
Investments
You’ve made investments your whole life. Work with us to make the most of them.
Let’s Look Forward
In life, the answers to our most pressing questions are right in our own backyards.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
How We Help
From foundational planning to sophisticated wealth strategies, we cover every aspect of your financial life.
Financial Planning
Comprehensive plans built around your goals — not a template. We map out a clear path from where you are to where you want to be.
Wealth Management
Coordinated investment strategy, tax planning, and estate considerations working together to grow and protect what you've built.
Retirement Planning
Thoughtful preparation for the transition into retirement — income strategies, Social Security timing, and long-term sustainability.
Why Pathworks Financial
We believe financial advice should empower you — not confuse you. Here's what guides everything we do.
Clarity First
We cut through the noise so you understand your financial picture — no jargon, no confusion. Just clear answers and a plan you can follow.
Built on Trust
We act as fiduciaries — always in your best interest. Our advice is guided by what's right for you, not by what earns a commission.
Education-Driven
An informed client makes better decisions. We take the time to explain the why behind every recommendation so you stay in control.
Our Process
Good financial planning isn't a one-time event — it's an ongoing relationship built on a proven process that adapts as your life evolves.
See the Full ProcessDiscovery
We start by listening — understanding your goals, values, and current situation.
Analysis
A thorough review of your full financial picture identifies gaps and opportunities.
Planning
We build a clear, personalized roadmap with actionable steps.
Implementation
We put the plan into motion and coordinate across all areas of your finances.
Ongoing Review
Life changes — we adjust your plan as your needs evolve.
From the Blog
Financial insights and education — written in plain English.
When Should You Claim Social Security? A Framework for the Decision
Social Security timing is one of the most consequential financial decisions you'll make. Here's a framework for thinking through it clearly.
Getting Started with Financial Planning: What You Need to Know
Financial planning doesn't have to be overwhelming. Here's a plain-English guide to what it is, why it matters, and how to take the first step.
Roth vs. Traditional: Which Retirement Account Is Right for You?
The Roth vs. Traditional decision is really a question about tax rates — now versus later. Here's how to think through it.
Find Us
43155 Main Street, Suite 212 • Novi, MI 48375
Ready to Find Your Path?
Start with a complimentary call. No pressure, no commitment — just a conversation about where you are and where you want to go.