Pathway Financial Planning, LLC

Pathway Financial Planning, LLC Our mission is to help you untangle the complexity in your finances and build wealth smarter.

Business Succession Planning: Built to Last vs. Built to Transfer
07/17/2026

Business Succession Planning: Built to Last vs. Built to Transfer

Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.Then comes a quieter assumption: that when it's time to step away, the rest will somehow sort itself out.Research suggests it usually doesn't.The Businesses That Quietly Run...

Pest control. Self-storage. Plumbing. HVAC. Not the businesses anyone celebrates — but the numbers behind them tell a mo...
07/14/2026

Pest control. Self-storage. Plumbing. HVAC. Not the businesses anyone celebrates — but the numbers behind them tell a more interesting story than you'd expect.

Hint: it is probably down the street from you

Some of America's most overlooked businesses are quietly outperforming the ones everyone talks about. Wrote a quick visu...
07/07/2026

Some of America's most overlooked businesses are quietly outperforming the ones everyone talks about. Wrote a quick visual breakdown — worth a read.

Which "boring" business tops the charts?

Checking Your Portfolio Isn't the Same as Reviewing It
07/06/2026

Checking Your Portfolio Isn't the Same as Reviewing It

Nearly half of investors check their portfolio at least once a day.1Many of them aren't reviewing anything.They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into.That's a....

Your parents added you to the deed to avoid probate. Sounds simple. But that one decision may have cost you the step-up ...
06/23/2026

Your parents added you to the deed to avoid probate. Sounds simple. But that one decision may have cost you the step-up in cost basis — and created a capital gains tax bill on decades of appreciation. Estate planning isn't about doing one thing right. It's about making sure everything works together.

Intentions are great. Outcomes matter. Here's what to know.

When the Headlines Keep Changing, Your Strategy Shouldn’t
06/19/2026

When the Headlines Keep Changing, Your Strategy Shouldn’t

It rarely starts calmly.A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour.And with every new development, there’s that quiet pressure in the background:Should I be doing something right now?That feeling is common....

Address

39555 Orchard Hill Place, Suite 600
Novi, MI
48375‎

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12485672160

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