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Decisive Path Fee-Only Financial AdvisoryDecisive Path Fee-Only Financial Advisory
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Decisive Path Fee-Only Financial Advisory
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David Telleen-Lawton
David Telleen-Lawton
718 Las●●●●●●●s Place
Sant●●●●bara , CA, 93105
US
View this contact
Decisive Path Financial Advisory
Karen Telleen-Lawton
718 Las●●●●●●●s Place
Sant●●●●bara , CA, 93105
US
View this contact
Decisive Path
David Telleen-Lawton
718 Las●●●●●●●s Place
Sant●●●●bara , CA, 93105
US
View this contact
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Decisive Path Fee-Only Financial Advisory | decisivepath.com Reviews
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Decisive Path Fee-Only Financial Advisory
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Decisive Path Fee-Only Financial Advisory - Mission Statement
http://www.decisivepath.com/mission.html
Take the Next Step. Mission is to help you understand your options, empower you to make the best decisions for your specific situation, and guide you to avoid the rough spots. This is accomplished by defining and working toward your financial goals including:. Adjusting to changes in your financial situation (marriage, children,. Singlehood, and inheritance) ;. Improving your standard of living;. Being confident of your family's protection;. Building toward financial independence and retirement; and.
Decisive Path Fee-Only Financial Advisory - About Us
http://www.decisivepath.com/about.html
Take the Next Step. To procrastination about your finances. Karen Telleen-Lawton, CFP. Karen passed the rigorous Certified Financial Planner (CFP. Exam in March 2011. She completed the experience and other requirements in October 2013 and is now a Certified Financial Planner. And a Registered Investment Advisor (RIA) with the State of California. California Registered Investment Advisor. Financial Planning Certificate, Boston University, 2010. Environmental Policy Certificate, UC Boulder, 1998.
Decisive Path Fee-Only Financial Advisory - Financial Consulting
http://www.decisivepath.com/financial.html
Take the Next Step. How can I save. How can I maximize. Occasionally a client does not desire a full plan but instead requires input on a specific financial planning question or two. Custom projects can be arranged to meet your specific needs, such as:. Getting started on a lifelong financial plan. Can I afford to ? Cash flow statement so you understand where your money is coming from and where it is going. Net worth statement so that you know what you own and what you owe. Press and Client Testimonials.
Decisive Path Fee-Only Financial Advisory - Press
http://www.decisivepath.com/press.html
Take the Next Step. How are family budgeting. Both need intentional action. Today to prepare for the future. What My Clients Have to Say. Randy Howard, MD and The Rev. Anne Howard. The Comprehensive Financial Plan is a fantastic description, with great attention to all corners of what I need to be thinking about and taking action on. This surpasses expectations: thank you! Virginia McFerran, Chief Information Officer, UCLA. Comprehensive Financial Plan client. Resolve in 2014 to Nurture a Savings Habit.
Decisive Path Fee-Only Financial Advisory - Home Page
http://www.decisivepath.com/faq.html
Take the Next Step. Service you can trust. Answers you can count on. Q: My husband died and I don't know much about finances. I'm not even sure what cash flow and net worth are, or how to plan on my own. What should I do? A: It's hard to start learning from scratch, especially at such a difficult time in your life. Call or email. For a complimentary phone conversation where we can assess your next step together. Q What are the areas in which. Provides comprehensive, personalized financial plans. The adva...
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Be sure to visit the Decisive Online Blog. Newest Blog: Model Risk Management Comments from the Fed. Decisive offers software designed for indirect auto finance lenders. Our real-time, web-based platform allows banks, credit unions and finance companies to manage indirect lending operations quickly, accurately and efficiently.
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There was a time when a fool and his money were soon parted, but now it happens to everybody." - Adlai Stevenson. Saving Advice is a community built around the notion that saving money is good. We offer free articles and information on all aspects of personal finance including debt reduction, how to save money, how to make money and how to invest. If you need any money saving advice, you have found the right place. Is the Stock Market Open on Martin Luther King Jr. Day. Wed - Jan 11. Wed - Jan 11. Reduci...
Decisive Path Fee-Only Financial Advisory
Take the Next Step. Welcome to Decisive Path. Decisive Path Fee-Only Financial Advisory. Can help you improve your financial decision-making and reach your goals and dreams through:. Financial consulting is appropriate for clients with specific, well-contained issues such as, “Can I afford to . . . ”, “Should I take a reverse mortgage? Rdquo; or “How should I set aside funds for my grandchildren's education? Karen Telleen-Lawton, CFP. Is to help you understand your options, empower you to make the best d...
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