Pamela J. Horack,

Pathfinder Planning LLC

CFP® at Pathfinder Planning LLC in Lake Wylie, SC

About

Planning is such a challenge! My job is to make it easy for you. I provide personal financial planning advice for a simple fee to young adults in North and South Carolina through group classes, one-on-one planning and ongoing advice. Can't meet in person? That's OK! Virtual meetings work, too.

Address
8 Mischief Lane in Lake Wylie, SC 29710
Info
Languages: English
Year started: 2010

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by an anonymous user
Answered by Pamela J. Horack, , CFP®PRO+ in Lake Wylie, SC
Before investing this money, you will want to be sure that you first cover all your emergency bases. Make sure that you have an emergency account of anywhere between 3...
Q&A
Asked by Michael
Answered by Pamela J. Horack, , CFP®PRO+ in Lake Wylie, SC
Hi Michael! Congrats on having such low balances on all your debts. An alternative for you to consider might be to take out a low rate home equity line of credit. You ...
Q&A
Asked by an anonymous user
Answered by Pamela J. Horack, , CFP®PRO+ in Lake Wylie, SC
Since you and your wife are still working, you may be able to open a Roth IRA, which could be advantageous, but you would still be limited as to the total amount you c...
3

Specialties

  • Education Savings
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management

Credentials

Licenses

Series 65

Associations

Financial Planning Association
XY Planning Network

Certifications

Certified Financial Planner TM

Accomplishments

Background

Experience

President

Education

Coastal Carolina University
Boston University