Pathway Financial Planning, LLC

Pathway Financial Planning, LLC Our mission is to help you untangle the complexity in your finances and build wealth smarter.

Your parents added you to the deed to avoid probate. Sounds simple. But that one decision may have cost you the step-up ...
06/23/2026

Your parents added you to the deed to avoid probate. Sounds simple. But that one decision may have cost you the step-up in cost basis — and created a capital gains tax bill on decades of appreciation. Estate planning isn't about doing one thing right. It's about making sure everything works together.

Intentions are great. Outcomes matter. Here's what to know.

When the Headlines Keep Changing, Your Strategy Shouldn’t
06/19/2026

When the Headlines Keep Changing, Your Strategy Shouldn’t

It rarely starts calmly.A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour.And with every new development, there’s that quiet pressure in the background:Should I be doing something right now?That feeling is common....

The biggest estate planning risk for many families isn't the estate tax — which affects less than 0.1% of people. It's t...
06/16/2026

The biggest estate planning risk for many families isn't the estate tax — which affects less than 0.1% of people. It's the capital gains taxes, income tax acceleration, and coordination failures that come from making decisions one at a time without someone looking at the whole picture.

Adding a child to the deed? Read this.

A family creates a trust. Signs the documents. Feels good about it. But they never retitle the house or the bank account...
06/09/2026

A family creates a trust. Signs the documents. Feels good about it. But they never retitle the house or the bank accounts into the trust's name. When it's time for the trust to do its job — it can't. Estate planning is a system, not a single document.

It's a system that needs to connect.

Quick gut check: Do you know who's listed as beneficiary on your retirement accounts right now? Not who you'd want it to...
06/02/2026

Quick gut check: Do you know who's listed as beneficiary on your retirement accounts right now? Not who you'd want it to be — who's actually on the form. In most cases, beneficiary designations supersede your will. If yours are out of date, your estate plan may not work the way you think it does.

A forgotten form can override your will.

Address

39555 Orchard Hill Place, Suite 600
Novi, MI
48375‎

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12485672160

Website

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