LifePath Financial

Finding Paths to Your Financial Goals

Yes, LPF shares your concerns and is knowledgeable in all types of Socially Responsible Investments.  We can tailor an investment philosophy and plan to match your personal values.

That’s exactly why LPF (and all Garrett members) are hourly, fee-only advisors.  You pay only for the advice you need at the time.

Absolutely.  This is the best time to seek financial advice because decisions now will have a big impact later in life.  LPF offers a special “Starting Down the Life Path” package for young couples that won’t break the bank and makes a wonderful gift from parents or grandparents

Frequently Asked Questions

The Garrett Planning Network website provides an excellent set of FAQs that will answer many of your questions.  Please click on Garrett Planning Network

We’re a newlywed couple that needs financial advice but don’t have much money to spend on it—can you still help?

I’m just looking for help to set up a savings plan for my kids education—can you just help with that?

Can you help me invest in only environmentally friendly investments?

Our “always on the run” world sometimes makes a face to face meeting with a warm handshake difficult.  We are happy to meet via teleconference or web conference.  We can also discuss how take advantage of email without exposing personal information to the internet.

I’m frequently out of town—is it possible to meet through a teleconference?

To contact us:

LifePath Financial

Phone: 614-477-2433

Fax: 614-855-0911

E-mail: roger@lifepathfinancial.com

LifePath offers income tax preparation for individuals and small businesses that are also financial planning clients of ours.  Please contact Roger Wickboldt for details.

Can you also prepare my income taxes for me?