About Me
My Story
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.
Super Efficient
Masters in Mechanical Engineering from the Massachusetts Institute of Technology (MIT)
Deeply Committed
Masters in Business Administration from George Washington University
Highly Skilled
Associate Director at Multiple Fortune 100 Technology Companies, Managing R&D and Production Businesses for more than 19 years
I am driven by values
My company ethos is anchored in the principles of integrity, innovation, and continuous improvement. I am committed to these values in every aspect of my business, ensuring that I maintain a transparent, respectful, and goal-oriented relationship with every client.
Our Process
Step 1
After you have reviewed our site, contact me to arrange an introductory phone call to briefly discuss your financial planning needs and schedule a no obligation initial meeting (virtual or in-person).
Step 2
At the initial meeting, I will answer your questions and gather sufficient information to provide you a firm quote for my initial services.
Step 3
Once you engage my services, I will gather any additional required data, perform an in-depth analysis of your current financial situation, and develop a clearly written plan that fits your individualized objectives and risk tolerance.
Step 4
At our presentation meeting, we will review my recommendations with you in detail and answer any questions you might have. I may also present alternate scenarios and show the financial impact of various decisions.
Step 5
Once your plan is finalized, you will have everything you need to act on my recommendations or engage my Client Service Team to help implement your plan if you desire.
Step 6
A good plan is never finished. Most clients continue to engage my services for regular review meetings and to answer questions as they arise or life circumstances change.