"Money is a means to an end - if values don't inform those ends, it is much more difficult to find money discipline. That's why it is so important that we take the time to find the 'why' at the center of your life"
~ Gordon Achtermann
Gordon Achtermann is a Fairfax, VA Fee-Only financial planner. At Your Best Path Financial Planning, he provides comprehensive financial planning, retirement planning, and investment management to help clients in any situation organize, grow, and protect their assets. He serves clients as a fiduciary at all times and never takes compensation from anyone, at any time, other than fees the client agrees to in advance. Gordon is a leader in the field of Sustainable, Responsible, and Impact Investing (SRI), having received the CSRIC™ designation - the first-ever certification for study in the SRI discipline.
Each word in our name is, by itself, a declaration of our values.
Every one of us has a unique story. My philosophy is that every financial plan should be connected to and reflect that unique story. So for me to help you as best I can, I need to know where you came from and where you want to go. Any planner can get into the dry facts, but when we get acquainted I will take the time to listen to, and hear, you – your values, your dreams, your story – with empathy and optimism. The way forward will be uniquely, distinctly yours.
... but what is the best service for you? There are a lot of different types of financial advisors – financial salespeople, bankers, brokers, insurance agents and so on. I get it. It’s confusing! However, I feel strongly that there is a best model for serving clients as described in the video to the right. And while I am independent and have no corporate parent to please, I am connected. As a member of the Garrett Planning Network I have access to a deep, collaborative bench of hundreds of experienced practitioners, some of whom are also CPAs, Financial Analysts, or Attorneys.
At Your Best PATH, financial planning is a journey. Like a hike in the mountains, there will be some work involved. You will have to gather information, talk about your present situation and your goals for the future. Oftentimes trade-offs will have to be weighed. But in the end, you will have a clear view of the road ahead, the peace of mind that comes from knowing you have this handled, and a collaborator along the path with you to talk to any time.
CSRIC: Chartered Sustainable, Responsible, Impact Investing
The Garrett Planning Network
NAPFA: the National
Association of Personal Financial Advisors
for Sustainable and Responsible Investment
My clients are managers, executives, employees, educators, consultants and professionals working in the private sector, government, non-profits, and the military. I often work with people and families in their peak earning years or on either side of retirement because that is when the complexities of your financial life increase. Taking the best path now will pay off in a significant way in the future.
I hope you enjoy exploring my site.
When you are ready, click the "Schedule a Meeting" button here or at the top of any page to access my calendar and select a time for us to talk on the phone or over Zoom.
There is no fee or obligation for our time getting to know each other.
Due to the pandemic, in-person client meetings are not available for the time being. At Your Best Path Financial Planning, we are fully capable of meeting all your client needs via web-based video meetings, cloud-based file sharing, and other solutions that have been in place since the foundation of our business. We will never compromise on the security of your data nor the health and safety of our clients, colleagues, and loved ones.