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      Details

      Financial Planning Made Simple

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri

      Contact Info

      Phone:

      Main - 704-301-7522

      Address:
      8 Mischief St Clover, SC 29710
      Email:

      Link:

      Main Website

      Categories
      Financial Planners, Financial Planning Consultants, Financial Services
      Services / Products
      Pathfinder Planning LLC provides financial planning advice for a simple fee to young adults and working families through one-on-one engagements, group training, and retainer services.
      Payment Options
      amex, cash, check, discover, master card, visa
      Location
      In person in Lake Wylie SC and Charlotte NC, virtually in the Southeast
      Amenities
      We charge by the hour - no commissions or ongoing fees No minimum account balances or net worth requirements We offer unbiased advice and education Keep your current bank, brokerage and financial services providers Help meet your specific goals
      Accreditation

      Financial Planning Association (FPA)

      National Association of Personal Financial Planners (NAPFA)

      XY Planning Network

      Associations
      Certified Financial Planner TM
      Data provided by one or more of the following: Thryv, Data Axle, Yext.