Chris  Pollard

Chris Pollard

| CFP®, MBA

Great Path Planning

(845) 397-7284

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Fee-Only Financial Planner serving the Monroe, NY area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

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787 State Route 17M
#1298
Monroe, NY

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Chris Pollard is a Monroe, NY Fee-Only Financial Planner serving Monroe and all surrounding areas. Great Path Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Chris Pollard is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

I believe we are blessed to live in a country where, with the right counsel and someone walking along side us to help make crucial decisions, we can achieve great lives full of meaning and purpose.  By providing comprehensive financial guidance, my goal is to make sure that every client is on a Great Path to living a fulfilled life.

After graduating from West Point and serving in the US Army as an Infantry Officer, I decided my desire for high adventure and international travel had been fulfilled while leading a platoon on a combat tour in Iraq. While pondering what I should be when I grew up (after the Army), I knew I wanted to do two things: work with people and work with numbers. In 2008 I began training to become a personal financial advisor, and I met with my first client in 2009 just after the bottom of the biggest financial crisis since the Great Depression.

Since then, I earned an MBA with a Major in Personal Financial Planning, became a Certified Financial Planner ® practitioner and an Enrolled Agent with the Department of Treasury, and have met with over 1,000 individuals to discuss their finances. Through the course of my career I've developed an expertise in retirement income planning, and, as an entrepreneur myself, I have a very keen interest in helping fellow entrepreneurs and business owners be successful in their personal and business endevors. I am also the founder of Great Path Tax Services

When I’m not doing financial planning, I enjoy the outdoors with my wife, Elizabeth, playing keyboards and synthesizers, cooking, and playing Minecraft with my two sons, Nathan and Alex.

 

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About Our Approach

Commission Free: Our only compensation comes from our clients and we work exclusively for them. We believe this approach, often referred to as "fee-only," creates fewer conflicts of interest and allows us to give advice in the best interest of our clients.

Compassionate: Our financial advice is customized to you- based on your unique Goals, Intentions, Values, Experiences, and Relationships. We call this your GIVERs Profile™. For our Expedition Financial Planning Service clients, we dedicate a meeting to listen to you and ask questions about your history, your aspirations, and what "makes you tick". This enables us to best know how to advise you.

Consistent: We promise to do what we say- walk alongside you and provide financial guidance and investment management as life changes. Consistent, thoughtful advice  based on your priorities.

Collaborative: Financial planning is an ongoing, collaborative process. We are not here to tell you what to do. We are here to listen, assess your situation and your desired outcomes, and provide what we believe to be the best courses of action. It is a process of us working together. We provide specific advice, and if you would like to take a different course of action, we can develop alternatives and inform you of the possible outcomes of each alternative.

Comprehensive: We look holistically at your financial situation, unless specifically engaged with a limited scope arrangement. We are looking out for the overall financial health of our clients, which leads us to discuss a broad array of topics. 

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