Every financial journey looks different, and Your Path starts with a single conversation. This complimentary introductory meeting is your chance to share where you are today, where you'd like to go, and to see whether we're the right partner to help you get there. There's no cost, no obligation, and no pressure — just an honest conversation with John Ehrenfeld, CFP® about your goals and how fee-only, fiduciary planning could support them.
Starting Your Path with us begins with a simple, no-pressure conversation — not a sales pitch. During your complimentary meeting, we'll talk through your current financial picture, what's on your mind, and what you're hoping to accomplish, whether that's retirement planning, navigating a major life change, or simply getting a second opinion on your existing plan.From there, you'll have a clear sense of whether working together makes sense — with no obligation either way. If it's a fit, we'll outline next steps and what Your Path forward could look like, from our fee-only pricing to what a full financial plan includes.
Every conversation on Your Path is grounded in the fiduciary standard: no commissions, no product sales, no hidden agenda. We're only compensated by you, which means our only job is helping you make the right call for your situation.
Feel free to reach out through whichever platform works best for you as you begin Your Path:
john@yourpathwm.com
763-219-4983
Bloomington, MN & Virtual Nationwide
Select a date and time from the scheduler below that works best for your schedule. We look forward to connecting and hearing more about where Your Path is headed.
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Have questions first? Not ready to schedule yet? Our FAQ page covers what fee-only really means, how pricing works, and who we typically work with — a good next stop before Your Path begins.
