Christopher Pollard is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Great Path Planning in Goshen, NY and the surrounding communities.
Commission Free: Our only compensation comes from our clients and we work exclusively for them. We believe this approach, often referred to as "fee-only," creates fewer conflicts of interest and allows us to give advice in the best interest of our clients.
Compassionate: Our financial advice is customized to you- based on your unique Goals, Intentions, Values, Experiences, and Relationships. We call this your GIVERs Profile™. For our Expedition Financial Planning Service clients, we dedicate a meeting to listen to you and ask questions about your history, your aspirations, and what "makes you tick". This enables us to best know how to advise you.
Consistent: We promise to do what we say- walk alongside you and provide financial guidance and investment management as life changes. Consistent, thoughtful advice based on your priorities.
Collaborative: Financial planning is an ongoing, collaborative process. We are not here to tell you what to do. We are here to listen, assess your situation and your desired outcomes, and provide what we believe to be the best courses of action. It is a process of us working together. We provide specific advice, and if you would like to take a different course of action, we can develop alternatives and inform you of the possible outcomes of each alternative.
Comprehensive: We look holistically at your financial situation, unless specifically engaged with a limited scope arrangement. We are looking out for the overall financial health of our clients, which leads us to discuss a broad array of topics.
Fee Only, Fiduciary: Having financial product sales targets, commission payout rates that vary by product, or promises of free trips to the Bahamas like some financial firms have can taint the advice of an advisor. To avoid this conflict of interest, we do not sell any financial products or receive any commissions, referral fees, or kickbacks from insurance or investment products. Our only compensation comes from our clients. People should get what they want from an advisor: expert advice, not a sales pitch.
We provide advice based on what we believe to be in the best long term interest of our clients- that’s the fiduciary standard.
We are proud to be fee-only fiduciaries.
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