"A mentor does not give you the answers but shows you the path to find them within yourself."
Foundation for a New Path
The most important thing that we do is to listen so that we can come from a place of understanding and support. From there we will guide you to develop yourself in creating a financial path that works for you. We are here to be your mentor, your support, your resource to build a foundation of life long financial transformation.
1
What are you looking for?
Q&A Session
1. Your Story and Needs
You’ll share your story, where you’re struggling, what’s been holding you back, and what you hope to change.
2. Our Approach
We’ll walk you through New Path’s process and how we help clients create lasting financial change.
2
Personalized Plan.
Discovery Session
1. You Provide the Details
Share your full financial information so we can get a complete understanding of where you are today.
2. We Analyze and Prepare
Your coach reviews your financial details and designs a focused discussion plan tailored to your goals and concerns.
3. Two-Hour Deep Dive
Together, we’ll walk through your priorities, challenges, and opportunities while building an actionable plan step by step.
3
Firming the Foundation.
Rooted
1. Six Months of Coaching
Monthly one-on-one sessions focused on refining your financial plan, implementing advanced strategies, and ensuring steady progress toward your goals.
2. Accountability and Support
Stay on track with ongoing accountability check-ins and real-time access for questions or direction between sessions via email or text.
3. Continued Growth
Each session builds on the last — helping you take confident steps forward, strengthen your financial foundation, and stay rooted in lasting financial success.
"It’s a scary thing trying to get help, but Clove took a lot of that anxiety and fear out of the equation. I was able to get personalized recommendations on which provider from the team would best fit my needs."
— FEDERICO L., CLOVE CLIENT
FAQs
How does New Path Financial Coaching differ from traditional financial advisors?
We focus on what matters most to you, your priorities, not just your portfolio. Unlike traditional advisors who emphasize investments, we guide you through budgeting, planning, and aligning your finances with your life goals. Our coaching is about building habits and confidence, not offering investment or legal advice.
What can I expect from the New Path Journey program?
The New Path Journey is a step-by-step process to clarify your financial priorities, create a tailored plan, and build confidence in your decisions. We start with a discovery session to understand your goals, then develop practical strategies for budgeting and organization, and provide ongoing support to keep you on track.
Who is financial coaching best suited for?
Our coaching is designed for anyone facing ongoing financial challenges, such as managing debt, building savings, navigating a lack of financial knowledge, or needing accountability. Whether you’re a young professional starting a new chapter, a couple planning for the future, or a retiree on a fixed income, we help you align your money with your values and create lasting habits.