Your Vision | Our Guidance

In the business to change lives and make financial wellness a reality for everyone. 

Financial partners

I believe that the more engaged you are with your financial picture, the more likely you are to succeed. We'll set up standing meeting times to stay help you stay on top of your financial situation. Your goals and priorities will drive each decision we make along the way. 

Focusing on what's important

I will help you focus on what matters and what can be controlled to make the most of your time, money, and energy. LifePath FA provides ongoing financial planning and impact investment strategies to help you reach your goals. Our primary benchmarks for success will include tracking progress toward your goals and changes in your financial wellness over time. 

Where personal meets professional

The firm's state-of-the-art technology will bring everything together in a way that will enable you to see and understand your current financial picture along with projections into the future. My creative process is designed to provide education, confidence, and a healthy relationship with money to pave the way for your success.

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Accessible

No income or

asset minimums

Fee Only

No commissions

or product sales

 

Fiduciary

Your best interests come first

 

Impactful

Make a difference

with your dollars

 

Independent

Free to find the best solutions

Fee Only

No commissions

or product sales

 

Fiduciary

Your best interests come first

 

Impactful

Make a difference

with your dollars

 

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, LifePath Financial Advisors, PBC (referred to as “LPFA”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

LPFA does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall LPFA be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if LPFA or a LPFA's authorized representative has been advised of the possibility of such damages.

In no event shall LifePath Financial Advisors, PBC have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Lafayette, CO

(303) 351-1434

erica@lifepathfa.com

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