Empower Your Financial Journey with A Path Forward

Navigating Financial Transitions with Confidence

Meet Our Team

At A Path Forward, we understand the unique financial needs that arise during difficult life transitions. Our team is committed to providing personalized financial guidance and support to help you achieve long-term security and peace of mind.

Our Financial Programs

We offer a range of financial coaching programs tailored to address the specific needs of women facing significant life changes, such as widowhood, divorce, and inheritance. Our programs are designed to empower individuals with the knowledge and confidence to make sound financial decisions.

3 Month Coaching Session

Three-Month Path

Our 3-month program provides comprehensive hands-on assistance with insurance, banking and financial account transfers, property retitling, and household management. We'll equip clients with the foundational knowledge to take control of their financial future.

Confidence

6 Month Coaching Session

Six-Month Path

For those needing a longer time frame to address detailed financial transition with their estate, our 6-month plan offers all the basic services with additional in-depth financial guidance and strategies tailored to individual circumstances and goals.

Security

1 Year Comprehensive Coaching

One-Year Holistic Program

Our comprehensive 12-month program provides ongoing support and guidance throughout the year, ensuring a proactive and sustainable approach to estate transfer and financial transition. This includes taking steps to leave a manageable estate legacy.

Legacy

“A Path Forward has been instrumental in helping me navigate the financial challenges following the loss of my spouse. Their empathetic guidance and expertise have been invaluable in securing my financial future.”

Sarah Burton

Reach out to us to embark on your journey towards a secure financial future.

In-person Services in Billings, Montana

apathforward.mt@gmail.com

(406) 647-0262

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