Get There.

Past uncertainty and complexity
through major life transitions.

To that good place where your money is doing
exactly what you want for your life.

THE GUIDE APPROACH TO FINANCIAL PLANNING AND ADVISING

“I specialize in helping families – and women in particular – navigate the many complicated financial realities of life today. I give my clients the confidence to detach from headline anxiety, focus on the fundamentals and big picture, and get crystal clear on their own financial path and strategy.”

— K. Esther Szabo, CFP^® and CeFT^®, Gates Pass Founder and Chief Financial Guide

“I work with successful professionals and high-earning families navigating a transition into real money responsibilities, by helping them understand their options and use the tools available to meet their goals.”

— Erik Schei, CFA, CFP^® and CeFT^®Gates Pass Senior Advisor

LEARN MORE ABOUT OUR UNIQUE APPROACH

UNLOCK YOUR PATH TO FINANCIAL FREEDOM

What Does Financial Freedom Look Like to You?

Financial freedom means something different to everyone. It may be the confidence to retire, the flexibility to pursue new opportunities, the ability to care for the people you love, or simply knowing you have a plan for what comes next.

Our Financial Blueprint Worksheet: Unlocking Your Path to Financial Freedom is designed to help you step back from the numbers and think about the bigger picture: your goals, priorities, lifestyle, and the future you envision.

Start defining what financial freedom means to you with our FREE worksheet.

REQUEST THE INSTANT DOWNLOAD OF OUR COMPLIMENTARY GUIDE

WHAT’S A
PERSONAL
FINANCIAL GUIDE?

At Gates Pass our approach is different than the big brokerage houses. Much more all-encompassing of your full financial picture, it includes both financial planning and investment management. We serve our clients in many ways.

NOT A SALES PERSON

As your fiduciary, we don’t sell you on “our products”. Our independence means the flexibility to select from a wide assortment of investment solutions to serve your specific needs.
YOUR GOOD LISTENER

Always there. Taking the time to thoroughly understand your individual needs and concerns.
YOUR GO-TO

Trusted point of contact for all your questions and go-to hub of a broad network of skilled professionals for all financial specialties.
YOUR CONFIDANT

Helping you with both sides of money – the personal and the technical.
YOUR COMPLEXITY SPECIALIST

Having served many families and personally navigated difficult life transitions, we’re uniquely qualified to help clients facing complex events.
YOUR NAVIGATOR

An experienced, detail-oriented guide to help you confidently navigate your financial life.

Having a trusted guide can be the key to getting the most out of your journey.

OUR INDEPENDENCE = YOUR FREEDOM

We’re what’s called an “independent” financial advisory firm. Which means we’re not affiliated with any broker-dealer and don’t sell any “in-house” products to clients. We act as your fiduciary advisor, recommending investments from a broad spectrum of investment choices. As a fiduciary, we are duty bound to select the investments that we believe to be in your best interests.