At Pathfinder Financial Group, our name is more than a name—it’s rooted in Proverbs 16:9:
“The heart of man plans his way, but the Lord establishes his steps.” (ESV)
We believe financial planning is about more than numbers or retirement projections—it’s about purpose. We help individuals and families ask deeper questions around what truly matters.
Our approach is grounded in faith‑informed principles that shape how we serve, how we advise, and how we live. With Amy holding her Certified Kingdom Advisor® designation, our team is committed to integrating biblical wisdom into thoughtful financial strategies—helping clients live intentionally today while planning wisely for the future.
We provide guidance across a broad range of planning areas, including:
- Retirement planning
- Investment strategy
- Tax‑aware planning (coordination and strategy, not tax preparation)
- Insurance and risk management
- Estate and legacy planning (coordination, not legal services)
- Generosity and charitable giving
- Cash flow and goal planning
The Guided Steps Planning Process is our Scripture‑anchored approach to financial planning.
It recognizes that while God ultimately knows the path we are meant to walk, discerning that
path requires wise counsel and intentional planning. By pairing biblical truth with practical
guidance, we help clients clarify priorities, make confident decisions, and move forward with
purpose as God establishes their steps.
We partner with the following organizations that align with our values.
- Helping People Succeed
- Family Promise
- 4 Kids
- Habitat for Humanity Martin County and St Lucie County
- Fellowship of Christian Athletes - Treasure Coast
- Alzheimer's Community Care
- Miracle League of Martin County
- Jensen Beach Chamber of Commerce
- The Entrepreneurship Foundation Inc.
