Home | Pathways Financial Consulting LLC

Your Pathway to Financial Peace of Mind

Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner. It’s our goal to serve every aspect of your financial life to provide guidance and insights. We offer guidance on investments, managing cashflow, retirement planning and tax planning.

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Paul Cloonan, CFP®, CFA®

Principal

Our Value Proposition To You

What makes Pathways Financial Consulting LLC (PFC) different from other advisors?

Deep investment expertise - Paul Cloonan, Principal of PFC, has over 25 years experience managing investment portfolios and has successfully navigated many market cycles.

Unbiased, cost-effective advice - PFC puts the client’s interests first and does not derive any compensation from commissions or sales of financial products.

Personalized service - PFC works with you to prepare a custom financial plan that is the foundation from which you can assess where you stand in relation to achieving your goals.

Financial education - PFC seeks to simplify the complex world of financial services so that you understand exactly how your money is managed to achieve your goals. For a modest additional fee, PFC provides financial guidance and education to your adult children.

Our Clients

Helping investors from every background

Retirees & Pre-Retirees

Planning for Your Retirement

Small Business Owners

Supporting small businesses

Caring for Elderly Parents

Make your money work for you

Saving For College

Understanding your unique needs

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If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.

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What We Do

When was the last time you sat down and had a practical conversation about your finances? If it’s been a while, it may be time to consult with a trusted ally. Paul has successfully managed investments through many market cycles over his 25+ year career. He can help you avoid some common investing pitfalls while building a sound long term investment plan. Paul will also help you to organize your financial life, clarify your goals and map out a comprehensive financial plan. Paul will be your guide providing you a pathway to financial peace of mind.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Tax Planning

Wealth-building strategies for professionals

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Financial Planning

Strategies for every phase of life

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Our Three Step Process

STEP

1

Setup

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Strategize

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Execute

Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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