7003 Chadwick Dr., Suite 350, Brentwood, TN 37027, United States
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.
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'......