Personal Path Financial Planning

Mary is personable, relatable and knowledgable: everything I think you deserve in a financial planner. We've only just had an introductory meeting, but I'm looking forward to beginning a long-term relationship with her in order to reach my personal financial goals. Thank you for making me feel like financial freedom is possible!
Aug 17th, 2019

Last year I hired Mary McDonald of Personal Path Financial Planning to help me create a financial plan to ensure that I would be ready for retirement. She is insightful, knowledgeable, friendly, and explains things in down-to-earth terms. Thanks to her and the excellent financial plan she helped me create, I am well on my way with my goals. Mary is an independent fee-only financial planner which means she can work with you for a flat rate or by the hour, etc. She is also a designated fiduciary, which means she is legally entrusted to act in the best interest of her clients. She does NOT sell investment products. Unlike so many financial advisors with different companies, she has no vested interest in selling particular products because of the commissions she would earn. Mary advises high wealth individuals as well as people with average or better salaries, and I have found her to be a great resource. You are in expert, trustworthy hands with Mary as your financial planner!
Jun 3rd, 2019