Holistic financial planning that helps you take control.
What keeps you up at night? It could be saving for retirement, sending your children to college or achieving financial independence after a life change. Our holistic approach means we start with your core challenges and develop a personalized, strategic plan to tackle your life goals.
We believe in providing an intimidation-free experience based on honest discussions about a very personal topic: your financial future.
Bridget Grella, founder of Path, has more than 15 years' experience as a trusted financial advisor to North Shore families and a passionate advocate for women's financial independence.
Contact
➤ LOCATION
166 North Main Street
Suite 5
Andover, MA 01818
☎ CONTACT
(857) 972-PATH
Financial empowerment with simplified process.
We specialize in providing individuals and families with a comprehensive portfolio of services built on financial empowerment, customized strategies and simplified processes. We work closely with:
Individual & Family Planning
We work closely with you to achieve balance between you and your family's present financial needs and long-term goals, such as planning for retirement, college or your children's financial futures. We help our clients live life to the fullest with the security of smart safety nets, including life insurance, investment management and budgeting.
Women in Transition
We offer expertise working with women facing financial decisions for the first time. After a life change, it may not be easy to admit you need help assuming full responsibility for budgeting, insurance, taxes, investments and future planning. We have helped many women take control of their financial future and become successful money managers for their family.
Small & Medium Businesses
As a business owner, you take on the added responsibility for your company's financial stability and the well-being of your employees. That task can easily feel like a second job, taking your focus away from your products and services. We help our business clients with retirement solutions and smart growth strategies that help them reach their full potential.
“A goal without a plan is just a wish.”
Let's Talk.
The first step in our process is getting to know our clients and learning about their unique goals and challenges. Please use the form below to schedule a consultation. We respond to all messages within two business days.
*Please do not include confidential or sensitive financial information in this form or via email.