Great Path Planning

Great Path Planning, founded on June 29, 2016, is a registered Investment Adviser with a focus on ongoing, comprehensive financial advisement. Led by Christopher C. Pollard, the firm offers services such as financial planning, advising, and portfolio management tailored to individual needs. Clients can expect assistance with goal setting, budgeting, tax planning, net worth evaluation, real estate planning, portfolio analysis, estate planning, small business planning, insurance analysis, retirement planning, employee benefits analysis, and financial projections. The firm primarily practices passive investment management but may also utilize fundamental, technical, cyclical, and charting analysis when appropriate. Great Path Planning charges a fee based on various factors, typically ranging from 0.50% to 1.5% of liquid net worth or income plus total net worth, with a minimum fee of $2,500 per quarter. Clients have the option for ongoing, comprehensive financial advisement or project-based financial planning and consulting. The firm does not participate in wrap fee programs and does not offer performance-based fees. Great Path Planning acts as a fiduciary, ensuring clients' best interests are prioritized. Christopher C. Pollard, the Principal, holds professional designations as a Certified Financial Planner (CFP®), an Enrolled Agent (EA), and has a background in Electrical Engineering and an MBA in Personal Financial Planning. The firm does not receive any compensation from third parties for client referrals and maintains transparency in its brokerage practices and financial information. Clients have the right to direct which broker/dealer/custodian to use, and the firm does not vote client securities. Christopher C. Pollard oversees the firm's operations and is responsible for supervision.