True Path Planning

Life is full of twists and turns, and True Path Planning was formed to help you navigate the financial aspects of your journey. Whether you want to chart a course for the future or you’ve hit an unexpected bump in the road, you can depend on our experienced and compassionate team to help you develop a financial plan for the path ahead.

Our mission is to help empower future-focused individuals and families to make thoughtful, informed financial choices that reflect their values, generous spirit and unique life goals. True Path Planning specializes in financial advice, dedicated planning services, investments, insurance and more. We look forward to helping you discover your life’s true path.

Team Intro

Life is full of twists and turns, and True Path Planning was formed to help you navigate the financial aspects of your journey. Whether you want to chart a course for the future or you’ve hit an unexpected bump in the road, you can depend on our experienced and compassionate team to help you develop a financial plan for the path ahead.

Our mission is to help empower future-focused individuals and families to make thoughtful, informed financial choices that reflect their values, generous spirit and unique life goals. True Path Planning specializes in financial advice, dedicated planning services, investments, insurance and more. We look forward to helping you discover your life’s true path.

Our story

Since our establishment in 2021, we have dedicated ourselves to helping individuals, families and businesses achieve their financial goals while making positive impacts in their communities through generosity.

parent and children wallking on a path through wooded area

Our team

Nick McNabb

FIC, RICP®, CLTC®, BFA™

Financial Advisor

Karly Hoerig

MBA, CFP®, CDFA®

Financial Advisor

Sarah Foy-Mireles

Insurance Associate

Our advice approach

Building your financial blueprint

Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.

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How we work with you

When you work with True Path Planning, we hope our warmth, positivity and expertise shine through each time we meet. We strive to forge deep, long-term relationships built on meaningful conversations about your unique expectations, challenges, goals and values.

Two women and one man sitting at a table looking at document

Our solutions

Dedicated Planning Services

Comprehensive advice and financial strategies that are in your best interest.

Insurance

Insurance helps protect what matters most—from your loved ones to your livelihood.

Investments

At Thrivent, we believe money is a tool—not a goal.

About Thrivent

A different kind of financial company

Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love.

Where Money Means More™

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Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.