Pathfinders Wealth | Planning for the years before and after retirement 313-246-9278
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Bring the question that keeps coming up.

You do not need to know exactly what you need before talking with us. The goal is simple: understand what you’re trying to solve and tell you whether we can help. There’s no commitment to move money or make a change.

What to expect

A simple conversation before anything else.

The first step is simply a conversation.

1
25 to 30 minutes.

By phone or video from anywhere in the U.S., or in person by appointment in Southeast Michigan: Oakland, Livingston, Wayne, Macomb, Washtenaw, and Genesee counties.

2
No preparation required.

Both spouses are welcome. If you've already asked an AI about the issue, you're welcome to bring what it told you.

3
A Pathfinders advisor.

You will talk with a real advisor who listens to what prompted the question and helps you understand what comes next.

4
No cost. No minimum.

There is no cost for the first conversation, and Pathfinders does not have a stated account-size or investable-asset minimum for working with us.

Available times

Choose a time that works for you.

First conversations are scheduled with Sean Sparkman.

Prefer to talk with Rick Sparkman? See Rick’s available times

Please do not include account numbers, Social Security numbers, tax documents, or other sensitive financial information in the scheduling form.

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The scheduling calendar could not load. Call us at 313-246-9278 or email [email protected] and we will help find a time. Open the secure scheduling page directly.

Open Sean’s scheduling calendar to see available dates and choose a time.

View Available Times

The calendar opens in a secure scheduling page.

We want the first conversation to be useful whether or not we end up working together. By the end of the conversation, we’ll tell you what needs attention, if anything, what we’d need from you, and what the next step is. If there isn’t a good reason to keep going, we’ll tell you.

If you want to continue, we’ll compare the options before we recommend anything. See how the process works.

Looking for a second opinion? Choose a time above and bring your plan, projection, or question you already have.

Not ready to schedule?

You can still start with a simple question.

A quick call or email is enough if you want to ask what kind of meeting makes sense before choosing a time.

Call 313-246-9278 Send a question

Please do not include account numbers, Social Security numbers, tax documents, or other sensitive financial information in your message.