Life Path Financial
5808 Gorham Glen Ln
Austin, TX 78739
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Life Path Financial is dedicated to helping families and individuals reduce taxes, invest smarter, and retire on their terms. Each of us has the power to create a life we love and with purpose. Design your life the way you want, no matter where you are in your journey. Life Path Financial provides comprehensive financial life planning and investment management designed to help you plan better and live better.Specialties
Tax planning, investing, retirement planning, student loans, college/education planning, cash flow management, business planning, paying off debt, insurance.
About My Practice
Life Path Financial LLC was founded in June 2019 and is a fee-only fiduciary financial planning firm.
About Ross Patterson
Ross graduated from Rochester Institute of Technology with a BS in Microelectronic Engineering. He worked as a software engineer for thirty years in the semiconductor industry. In that role he helped develop and deliver chips we all love to use but don’t know are there. He has helped people at every opportunity with their finances for years. He is a CFP® (Certified Financial Planner™). Life Path Financial is a member of NAPFA, FPA, and XY Planning Network.
Each of Us Has the Power To Create a Life We Love And With Purpose. Design your life the way you want, no matter where you are in your journey. We specialize in serving clients anywhere in the US to dream big and embrace the financial freedom we all deserve. We offer professional financial advice that empowers you to make the most of your resources: time, energy, talent, money. We are passionate about aligning your money with your ideal life, freeing up your time to enjoy what matters most. Let's Chat!
Fee-Only Service Options Include - Comprehensive Financial Planning & Portfolio Investment Management.
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