The Divergent Path Process

2. Foundation Building

Gathering accounts, timelines, income, risks, and goals.

1. Goal Clarity

Understanding your current financial picture & your LIFE Path Goals

3. Design Your LIFE PATH

A clear roadmap with recommended investment allocation, planning strategy, and next steps.

4. Implementation w/ Intention

You execute the disciplined, diversified, tax-aware strategy, with my guidance

5. Guide, Adjust, Protect & Grow

Regular reviews, proactive updates, and clear communication.

Many advisors rely on intuition or product recommendations. We believe clients deserve a repeatable, thoughtful planning process—one that adapts as life evolves but remains grounded in discipline and clarity. A defined process creates better decisions, reduces emotional mistakes, and keeps your financial life aligned with what matters most.

Note: Divergent Path Capital offers this service as part of a a fee-only advisory model. We do not receive commissions and our firm does not have an fee generating proprietary strategies. Not only are we a fee-only advisor, but we also offer our services at a fixed cost.