Meet the Pathway Team
Whether you need your tax return prepared or you want to get on top of your debt, Lisa will locate the funds in your savings plan to activate your goals.
Marie will ensure your books stay up to date by assisting with your payroll and bookkeeping on a monthly or quarterly basis, depending on your needs and business size.
All mortgages and HELOC's are not the same, and Carrie is excellent at educating her clients about the pros and cons of each contract type, and which would work best for their situation. Carrie works with new home buyers, investors, downsizers, and retirees.
No matter the size of your business, Jane can provide you with an employee benefits package that fits your budget and your needs.
Health Savings Account
Book your appointment here to see if a Health Spending Account works for you.
● No per-person set-up fee● Allows solo business owners● Claims adjudicated on Tues / Thurs● No restrictions or caps● No deposit required