Guiding Professionals Towards Their Financial Goals
Clarity and guidance for every step on your financial path
What we do
Pathwise Finance helps professionals make smarter financial choices. With clear guidance and personalized strategies, we turn financial uncertainty into a confident path forward.
My Story
My name is Harrison Smith. I have a Bachelors in Economics and Masters in Finance. I have spent the last six years in the finance industry working with individuals with their personal finance needs. I have also volunteered my time with people in the community to help them succeed financially. I bring the knowledge of helping hundreds of people get on the successful financial path.
My passion is helping people feel confident about their money. At Pathwise Finance, I focus on providing straightforward guidance and personalized strategies so clients can make decisions without confusion or stress. My mission is to walk beside you, step by step, as you build toward the financial future you want.
Who we work with
I work with individuals who are a few years into their careers. They’re focused on building success in their fields, which means they don’t want to spend time creating financial plans on their own. That’s where I come in, helping with personal financial planning, budgeting and debt strategies, investment education, and retirement planning. My goal is to simplify the process and provide a clear path forward, so they can focus on their careers while knowing their finances are working for them.
Financial Programs
Investment Education
Build your confidence by learning how investing works in simple, practical terms. I’ll walk you through the basics of different investment types, risk levels, and long-term strategies without giving specific investment advice. This service is designed to give you the knowledge and clarity you need to make informed decisions for your future.
One-Time Financial Checkup
In this focused, one-hour session, we’ll review your full financial picture - budget, debt, savings, and investments. After our meeting, I’ll provide a detailed written summary with clear recommendations based on what we discussed. This service is designed to give you immediate clarity and actionable steps in just one meeting, with no ongoing commitment required.