Touchstone Pathway
HQ Address
3249 Blazer Road, Franklin, TN 37064, United States
Website Address
Business introduction
Stop wasting time digging through outdated client information
Prepare for client meetings quickly and effortlessly with up to date, actionable information
Touchstone Pathway is a comprehensive suite of tools that helps financial planning clients map out (and stick to) a long term financial game plan.
Based on years of behavioral research, Touchstone Pathway offers financial advisors a complete system to grow client relationships by uncovering hidden beliefs that are shaping their clients' decisions.
Touchstone Pathway was envisioned and founded by Robert V. (Bob) Bolen, CFA, CFP®, CeFT™, and President and Founder of Envision Wealth Planning, an integrated wealth management firm located in Nashville, TN.
The service was inspired by a deeply held desire to impact clients’ lives for the better. Bob is a lifelong learner in the varied and different approaches to Financial Life Planning, having been in the financial services industry for close to 30 years.
Touchstone Pathway Solutions
Touchstone Pathway
Touchstone Pathway is a comprehensive suite of tools that helps financial planning clients map out (and stick to) a long term financial game plan. Based on years of behavioral research, Touchstone Pathway offers financial advisors a complete system to grow client relationships by uncovering hidden beliefs that are shaping their clients'......
