PATH℠ Process by Vertex Planning Partners
Your Roadmap to Financial Security with Vertex Planning Partners.
Why PATH℠
Personalized Understanding
We start our partnership by getting to know you, not just your finances. We listen carefully to understand your values, worries, and dreams. This way, we create a bond that's more than just advisor and client – it's a relationship built on trust and mutual understanding. Our focus is on your future and what's important to you, not just your current financial status.
Assessment of Goals & Values
At Vertex, we believe that assessing your goals and values is both an art and a science. It involves a meticulous review of your financial documents and a technical analysis, but it goes much deeper. Our team engages in meaningful conversations, asking insightful questions to understand the emotional and familial aspects that shape your financial decisions.
Team Designed Planning
In today’s multifaceted financial landscape, a collaborative approach is key. Our team, comprised of experts from various fields, works together to bring a wealth of perspectives to your financial plan. We leverage cutting-edge technology to create a concise, written plan that outlines a clear path forward. This plan is not a one-size-fits-all solution; it’s a personalized strategy, meticulously crafted to align with your unique values and goals.
Holistic Strategy
Our holistic strategy is about integrating every aspect of your life into your financial plan. We understand that your financial goals are intertwined with your family, community, spiritual beliefs, and personal aspirations. Our approach ensures that every element of your life is harmonized, transforming your hopes and dreams into a tangible and adaptable life plan. This strategy evolves with you, adapting to life’s changes and ensuring that your financial independence is always within reach.
Recent Articles
Introduction to the Different Investment Vehicles
When it comes to building wealth and planning for your financial future, investing plays a critical role. But with so many options available, navigating the world of investments can feel overwhelming. That’s where understanding investment vehicles comes in. Investment vehicles are the tools or methods you use seeking to grow...
Cleaning Up Your Financial Records for Due Diligence
When you’re preparing to sell your business or seeking investment, getting your financial house in order is crucial. A thorough due diligence process is inevitable, and clean, accurate financial records can make or break a deal. Let’s walk through the key steps to ensure your financial records are in top...
Understanding Credit Scores and Credit Reports
Your credit score isn’t just a number—it’s a key to unlocking financial opportunities. Whether you’re applying for a loan, renting an apartment, or even job hunting, your credit score and credit report play a crucial role in your financial journey. The better you understand them, the more control you have...
Understanding and Improving Your Business’s Cash Flow
Cash flow is often described as the lifeblood of a business, and for good reason. It’s not just about profitability; it’s about having the liquid assets to keep your operations running smoothly day-to-day. Let’s dive into what cash flow really means and how you can improve it to ensure your...
Monthly Market Update – May 2025: A Positive Month Despite U.S. Debt Downgrade
Financial markets rebounded in May with the S&P 500 recovering its year-to-date losses. This positive month occurred against a backdrop of new trade agreements, mixed economic signals, and ongoing concerns about U.S. fiscal health. While many reports continued to show that the economy is strong, consumers remained pessimistic about the...
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Meet Our PATH℠ Advisors

Michael D. Bellis, CFP®, CLU®
Managing Partner

Gregory P. Benner, CPWA®, CFP®, CLU®, CHFC®, AIF®, RMA®
Managing Partner

Scott A. Sandee, CFP®, CIMA®, CPWA®, CEPA
Managing Partner

Julie Hupp, CFP®, MBA
Partner
Let's Talk

The Middle East Conflict: How Wars Impact Investors
The conflict between Israel and Iran has captured global attention and created uncertainty in financial markets. Israeli strikes on Iranian nuclear facilities and military targets began on June 13 and quickly led to retaliatory attacks. Then, on June 21, the U.S. launched strikes on Iran’s nuclear facilities. The situation is...