Financial Pathfinders
Travel life's journey with peace of mind
Fee-only financial planning

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Forms, Info, Links



We have a variety of forms that may help you gather information, answer questions about financial planning in general, and supply information of interest to you.  Please click here to visit the forms we currently have available.


Sample Articles

On occasion, we find articles that we believe would be of special interest to our clients.  We also write articles on various topics, and send these articles to our clients.  We have placed some of these articles on the web for you to peruse.  Please click here to visit a directory of these articles.


Informative Links

Here are some links to other web sites that we have found to be interesting. Please note that we cannot control the content of these other sites, and are not responsible for their content.  We do find the information valuable and interesting.

General Information Links


Motley Fool - Hiring an Advisor


Financial Planning Organization Links


National Association of Personal Financial Advisors  -  a national organization of fee-only planners devoted to comprehensive financial planning


National Financial Planning Association - the national organization representing most financial planners


Certified Financial Planner Board of Standards - the professional regulatory organization that sets the standard for the CFP certification


Pamphlet and Brochure Links

bullet NAPFA brochures - various brochures describing how to select a planner, questions to ask, etc.



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Nothing on this web site shall be construed as a solicitation of business in any state in which we are not registered. No business will be conducted with any individual in a state unless we are registered or exempted from registering. While reasonable care and caution has been used in preparing information contained on this website, it is not applicable to all circumstances. We assume no responsibility on how this information is used or consequences thereof. You should always consult a qualified professional before taking action.  Also note that in investing, past performance is no guarantee of future results.

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Last modified: 12/11/02