May 2020 - CandorPath

What we do

Like all good financial advisors, we work hard to facilitate thoughtful dialogue, listen carefully, broaden perspectives, and act as financial therapists, all in an effort to come up with smart financial strategies to optimize your money.   But optimizing your...

Fiduciary

At least once a year we meet with our clients to talk about everything BUT finances. Why? Because the better we know you, the better we can support you.   In these meetings we aim to create an open dialogue with thought-provoking questions to understand your...