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Experience Touchstone Pathway,
A Customizable Web-Based, Client Discovery and Decision Support Platform for Financial Advisors.

Better Client Input ~ Better Client Outcomes

Experience
Touchstone Pathway

Know your clients in a deep and personal way. Our pathways help you stay ahead of your client’s needs and stay the course as life ebbs and flows.

Engage your clients in a deeper way

Build a repeatable and scalable practice

Better Client Service

Deepen Client relationships by effortlessly uncovering the What, Why and How of a client’s goals and aspirations.

Faster Meeting Prep

Save time and money by recalling a customer’s dreams, goals, and plans with the click of a button.

Happier Life Balance

Scale your financial planning practice without adding administrative overhead. Spend more time on what matters most.

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Bob Bolen

33+ years of experience in Financial Technology and Wealth Management and Financial Planning.

As a long-time wealth manager and financial planner, Robert V (Bob) Bolen can testify knowing clients at a deep and personal level is difficult and time consuming. As well, trying to keep clients on course as life ebbs and flows was the bane of his existence. He wanted a solution that addressed both elements and is why he built Touchstone Pathway.

Bob is a Certified Financial Planner Practitioner ®, a Chartered Financial Analyst, a Certified Financial Transitionist® and a Certified Financial Behavior Specialist®.

Touchstone Pathway is headquartered in Franklin, TN

Testimonials

Bob Veres

Bob Veres

Creator of Inside Information

Touchstone Pathway is more than two-dozen detailed discovery interviews in a box. The surveys seem to help clients self-assess where they are and where they want to be in a much more precise way than the anecdotal discovery process possibly could.”

Michael Babcock

Michael Babcock

Financial Planner, Legacy Consulting Group

We’re happy Touchstone Pathway users! It’s fabulous for any information you want to collect in a digital way. What Bob has created is super customizable – by design. We appreciate your work”

Gordon Stockman

Gordon Stockman

Financial Planner, Principal of Efficient Wealth Management

The Touchstone Pathway system allows us to get to understand and know our clients at a much deeper level, even without in person meetings.  Knowing our clients Goals and Beliefs AND THE REASON OR BACKGROUND for both has allowed us to progress to Life Planning first before Financial Planning begins.”

What’s in Touchstone Pathway?

Easily Customizable Surveys Based On Behavioral Psychology

Easily Customizable Surveys Based on Behavioral Psychology

  • Use as is, edit ours, our build your own from scratch.
  • Discovery – High level surveys to assess attitudes and issues of importance.
  • Category Games – Assess Values and Priorities in a fun and interactive way.
  • Topic – Dive deeper into specific financial planning topics to learn more about a client’s goals, motivations and strategies for achievement.
Triggers And Notifications Based On Specific Survey Answers

Triggers and Notifications Based on Specific Survey Answers

  • Dive deeper and keep it relevant by triggering a Topic survey
  • Trigger a customizable text ‘Insight”. Tell the client more or add a link to your own content.
  • Trigger an Notification on a need to act and/or be notified of a client’s milestones or looming IRS or regulatory deadlines.
Prepare For Meeting In Minutes With A Client Dashboard Display

Prepare for Meeting in Minutes with a Client Dashboard Display

  • View a clients’ life vision, summarized goals, motivations and strategies, and more.
  • Use as guide map in a meeting with client, update as needed on the fly.
  • Client’s reference to stay on course as their lives ebb and flow.

What’s in it for me?

Know your clients effortlessly on a deep and personal level. Our survey templates uncover client Values, Priorities, Issues, Opportunities, Goals, Motivations and Strategies for goal attainment, transitions, and more. Use the surveys as is, edit them, or start your own from scratch.

Prepare for client meetings in minutes, not hours. Build a repeatable and scalable practice without adding overhead.

By understanding your client’s goals, motivations and strategies and being able to readily show them their prior decisions, clients are much more likely to stay on course as their lives ebb and flow. Add differentiating value to your practice.

Better Client Input ~ Better Client Outcomes

Pricing Plan

SOLO
35
month
  • $315/year
    (25% discount)
  • One advisor log in
  • Two administrator log ins
  • Unlimited clients
Institutional
Contact
for details
  • Plans begin at
    $1,000/year
  • 6+ advisors
  • Multiple administrators
  • Premium tech support

Try it for free for 30 days.
No Contracts Ever

If you are not satisfied, just cancel at any time. But let us know how we can improve and we’ll work hard to make this service the best digital client discovery and decision support platform ever.

Frequently Asked Questions

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