Hathaway Financial Service

Our Mission

Hathaway Financial Services was created to empower individuals and couples to achieve financial security and pursue their dreams. We believe everyone deserves a clear roadmap to navigate the complexities of personal finance. By working with us, you'll gain access to customized financial plans, vigilant investment management, and ongoing support.

Who We Are

Founded in 2006 by Certified Financial Planner Patricia Hathaway, Hathaway Financial Services is a division of Horizons Sustainable Financial Services, Inc. We are a team of passionate professionals dedicated to providing personalized financial guidance and empowering our clients to make informed financial decisions.

Our Approach

We take a holistic approach to financial planning, considering every aspect of your financial life to create a cohesive and personalized plan.

1. Comprehensive Financial Planning

• Goal setting and risk assessment
• Budget and expense analysis
• Retirement planning and analysis
• Investment plan development and implementation
• Tax and cash flow planning

2. Investment Management

• Portfolio review and analysis
• Socially Responsible Investing options available
• Regular portfolio performance monitoring and rebalancing

3. Ongoing Support

• Access to online financial planning tools
• Regular review and updates to your financial plan
• Personalized guidance and assistance with financial questions and concerns

Our Values

• Transparency: We believe in clear and open communication with our clients.
• Integrity: We uphold the highest ethical standards and act with integrity in every interaction.
• Client-Centeredness: Your needs and goals are our top priority.
• Sustainability: We advocate for responsible investment practices that align with your values and contribute to a sustainable future.

Join Us on Your Financial Journey

We are committed to partnering with you to achieve your financial goals and become your trusted financial guide. Contact us today to schedule a complimentary consultation and take the first step towards a secure and prosperous future.