Pathfinder process

Our planning process.

The Five Key Areas of the Pathfinder Process

Over the years, I’ve had the privilege of working with countless individuals and families to plan their financial futures. One thing I’ve learned is that there are five key areas you must address to truly make the most of your money and your life. When these areas are thoughtfully aligned, you can experience a sense of clarity and peace of mind that only comes with comprehensive financial planning

That’s why I developed the Pathfinder Process—a step-by-step approach designed to help you navigate your financial journey with confidence.

The Pathfinder Process is here to guide you every step of the way.

Define Your Purpose

Every great plan starts with understanding your “why.” What do you want to achieve, and what’s most important to you? Together, we’ll clarify your goals, values, and vision to build a plan that truly reflects what matters most to you.

Build Your Retirement Income Plan

A successful retirement requires dependable income. We’ll focus on optimizing your income streams—Social Security, pensions, investments, and more—so you can enjoy the retirement you’ve worked so hard for.

Optimize Your Investments

Your portfolio should be tailored to your goals and comfort level. We’ll work to ensure your investments are properly aligned, balancing growth and security to support your retirement plan.

Streamline Tax Strategies

Taxes can take a significant bite out of your wealth. We’ll implement strategies to reduce tax burdens and maximize after-tax income, helping you keep more of what you’ve earned.

Protect Your Legacy

We’ll ensure your assets and loved ones are protected through smart risk management, estate planning, and wealth preservation strategies.

Hear what our clients have to say about their

Personalized financial planning tailored to your needs.

“I've worked with Justin for more than 10 years. He really cares about you as a person and gives you options to choose from based on your needs..”.

Shalome Whitfield

"Working with Haywood Wealth Management has made me feel confident and happy I've made the right decision trusting them to help me..."

Cindy Love

“I've worked with Justin for more than 10 years. He really cares about you as a person and gives you options to choose from based on your needs..”.

Shalome Whitfield

"Working with Haywood Wealth Management has made me feel confident and happy I've made the right decision trusting them to help me..."

Cindy Love

Become our client

completely Personalized and Tailored to Meet Your Unique Needs

At Haywood Wealth, my goal is simple: to help you feel confident, empowered, and prepared as you move toward the next stage of your life. The Pathfinder Process is here to guide you every step of the way.

The Pathfinder Process isn’t a one-size-fits-all approach. It’s customized for your unique goals, circumstances, and priorities. Every step is designed to ensure your financial plan works for you—not the other way around.