Frequently Asked Questions
Frequently Asked Questions
Financial planning comes with plenty of questions — and we believe in answering them plainly. Below are some of the questions we hear most often. If yours isn't here, schedule a call and ask us directly.
What is The Guidepost FORMula?
The Guidepost FORMula is our proprietary planning process. It integrates wealth management with risk and debt management, income and tax planning, and philanthropy — and it's designed to continually adjust and monitor your critical life and financial events to keep your plan on track. It moves through three D's: Discover (what do you want to accomplish, and what is essential to you?), Design (how will we get you there, and which services fit best?), and Deploy (financial and legacy planning, product and risk assessment, and ongoing continuous service).
Who does ClearPath Wealth Strategies serve?
Our team specializes in pursuing the needs of successful families, top-of-their-field professionals, and business owners who aspire to a work optional lifestyle and want to secure a family investment legacy. We recognize we are not all things to all people — we are all things to some people.
What is the FIT process?
Our client relationships are based on a very specific FIT process, which helps us partner with the clients we are most suited for. That focus is what allows us to provide an elevated client experience and keep every piece of each client's financial plan in place.
Where are your offices?
We have two Michigan locations: our Ada office at 4400 Hickory Grove Court, Ada, MI 49301 (serving Greater Grand Rapids), and our Jackson office at 2652 Spring Arbor Rd., Suite 10, Jackson, MI 49203. Both are open Monday–Friday, 8:00 AM–5:00 PM, and weekends by appointment. Call 616-415-0515.
What can I expect from the partnership?
We will always acquire and maintain a thorough understanding of your financial goals, update you as appropriate by appointment, email, mail, and phone, carefully determine and monitor your investment risk and time-frame, explain the implications of every recommended strategy, act as your primary financial advisor and steward of your financial future, and treat you with the utmost respect and professionalism. There is no winging it; nothing is left to chance.
Do you work with other professionals?
Yes. As needed, we take a collaborative approach with estate planning attorneys, certified public accountants, mortgage brokers, residential realtors, and commercial bankers — additional expertise that helps you pursue your wealth and lifestyle goals.
What does a "work optional lifestyle" mean?
It means reaching the point where working is a choice rather than a necessity — your plan, income sources, and investments are organized so you can spend your time on what matters most to you.
How do I get started?
Use the Schedule A Call button or call 616-415-0515. We'll start with a conversation to get to know each other and see if we're the right FIT.