Decisive Path
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Decisive Path - Mission Statement

 
Understanding, Guidance, and Empowerment
Mission Statement

Decisive Path's mission is to help you understand your options, empower you to make the best decisions for your specific situation, and guide you to avoid the rough spots. This is accomplished by defining and working toward your financial goals including:

  • Adjusting to changes in your financial situation (marriage, children,
    singlehood, and inheritance) ;
  • Improving your standard of living;
  • Being confident of your family's protection;
  • Building toward financial independence and retirement; and
  • Completing your estate planning.

Decisive Path serves a broad variety of clientele. Principal Karen Telleen-Lawton emphasizes women adjusting to changed circumstances, Baby Boomers, and new couples just starting out. She brings to her practice an affinity for health, environmental responsibility, and social and religious-oriented investing (Kosher, Christian, Sharia, etc.)


Decisive Path maintains the highest integrity and professional standards in its work and relationships with clients. The firm does not accept commissions or sell any products, so recommendations are strictly for the benefit of the client. Decisive Path's advice is independent and unbiased.

 
 
     
     
 
     
 
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