The best financial advice
has no hidden agenda

Meet Aubrey

I’m Aubrey, and I know how difficult money can be. Eight years ago I was $90,000 in debt, soon to be divorced, and the only help I could find were financial advisors who wanted to invest my money and charge me an assets under management fee, but do nothing more to help me improve my financial situation.

Once I developed the systems that became Open Path Financial, I got out of debt, mastered my expenses, multiplied my net worth, and reached Financial Independence at the age of 45.

My mission is to be the Financial Advisor I needed, but couldn’t find, to share what I learned, to help you make a plan, and make it happen.

Featured Service:

Financial Insight Consultation

A one-day service where I provide the following:

• A review of your financial position, goals, and overall plan.
• An interactive discussion and exploration.
• A follow-up report with a full write up and actionable takeaways.

This service is $1,395.

My financial planning process is simple

I’ve developed a short process to build your best financial plan.

• Initial meeting: we put together a picture of your goals and needs
• Gather information: I pull together and analyze your financial data
• Presentation meeting: We go through the plan in detail
• Plan finalization: I write up an action plan