Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo, CFP®

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei, CFA

Designing Your Retirement

May 13, 2026

Retirement Series: “Transitions with Intention” - Part 3** **If you missed part 1 or part 2, they are available on our website at this link. A Morning of Meaningful Conversations Last weekend, I had the opportunity to volunteer on behalf of our professional association, The Financial Planning Association, at my local ...

Reflecting on 2025

December 12, 2025

A Year of Growth, Service, and Gratitude at Gates Pass Advisors As we close the chapter on 2025, all of us at Gates Pass Advisors find ourselves filled with gratitude …

Are We Due For A Change

December 11, 2025

The headlines can’t seem to agree! But perspective matters … We ensure your investment decisions are made based on your plan, not impressions.Contact us today to schedule a consultation. We’re …

Entering This Season of Gratitude

November 19, 2025

As we move into this Thanksgiving season, all of us at Gates Pass Advisors find ourselves reflecting not just on gratitude, but also on the emotional landscape so many people …

Headlines and Truths

November 10, 2025

Fact or Fake? The media often runs attention-grabbing headlines, which could hurt investors if taken at face value! We ensure your investment decisions are made based on your plan, not …