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
Diversification Strategies
Diversification is a crucial strategy for managing risk and enhancing the potential for returns in an investment portfolio. It involves spreading investments across various asset classes, sectors, geographies, and investment styles to help reduce the impact of any single investment’s poor performance. Here are several diversification strategies for investment portfolios:...
10 Benefits of a Better Credit Rating
Many may not be aware of just how many areas of their financial lives are affected by their credit score. Even more so how much a low credit score costs them. Here are some places where you may be able to reduce your expenses with a better credit score. Lower...
The Power of Debt as an Asset: Transforming Liabilities into Opportunities
Debt has long been seen as a double-edged sword in the world of finance and business. While it can lead to financial strain and burden, it can also act as a powerful tool for growth and investment. Understanding how debt can serve as an asset requires a shift in mindset,...
Tech Support Scams
What are tech support scams? Have you ever received a suspicious pop-up message or phone call about an “issue” on your computer? If so, you were the target of a tech support scam. These scams are a popular type of fraud involving cybercriminals who imitate a reputable company and attempt...
Securing Mobile Devices
Mobile devices are standard for both business and personal use. However, our ability to keep up with this rapidly evolving technology leaves many devices open to exploits and attacks. Almost all Americans own a cell phone, creating an abundance of targets for attackers. Follow these best practices to help secure...
Best Practices When Storing Files in “the Cloud”
What is cloud storage? Do you use Google Drive, Dropbox, or Microsoft OneDrive? If so, you’re not alone. Cloud storage has become a very popular and convenient storage option for millions of people worldwide. Cloud storage is a cost-effective service that allows data and files to be saved securely to...
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Meet Our PATH℠ Advisors
![](https://www.vertexplanningpartners.com/wp-content/uploads/2024/01/Mike-Bellis-full.jpg)
Michael D. Bellis, CFP®, CLU®
Managing Partner
![](https://www.vertexplanningpartners.com/wp-content/uploads/2024/01/Greg-Benner-600x600-1.jpg)
Gregory P. Benner, CPWA®, CFP®, CLU®, CHFC®, AIF®, RMA®
Managing Partner
![](https://www.vertexplanningpartners.com/wp-content/uploads/2024/01/Scott-Sandee-600x600-1.jpg)
Scott A. Sandee, CFP®, CIMA®, CPWA®, CEPA
Managing Partner
![](https://www.vertexplanningpartners.com/wp-content/uploads/2024/01/Julie-Hupp-Full.jpg)
Julie Hupp, CFP®, MBA
Partner
![](https://www.vertexplanningpartners.com/wp-content/uploads/2024/01/Pete-Babilla-600x600-1.jpg)
Peter M. Babilla, CFP®, CRPS®
SENIOR WEALTH ADVISOR
![](https://www.vertexplanningpartners.com/wp-content/uploads/2024/01/Justin-DAgostino-Full.jpg)
Justin J. D'Agostino, CFP®, CRPC®, AIF®
PRIVATE WEALTH ADVISOR
Let's Talk
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