Start the conversation
The first conversation is free, simple, and doesn't commit you to anything.
Tell us what's going on and what feels urgent. We'll listen and give you an honest sense of whether this is the right fit — before anything else.
What the first conversation is like
You do not need to have everything figured out before you reach out.
You don't need to have the financials organized, the questions written out, or a clear sense of what you need. Most people start with something like "here's what's happening" and go from there. That's enough.
In Person
By appointment
Pathfinder comes to you when you prefer to meet face to face.
Mailing Address
Pathfinder Financial Services, LLC
555 Paakiki Pl.
Kailua, HI 96734
Who you will speak with
You'll hear from David or Katherine directly.
If the conversation moves forward, David and Katherine are the people who stay involved in the work.
Financial Planner
David Jacobs, Ph.D., CFP®
David founded Pathfinder after a research career in AI and security. He approaches financial planning the way he approached research: by asking what's actually true, not what's easy to say. He particularly enjoys the complexity of equity, taxes, and decisions with a lot of moving parts.
Read bio
Financial Planner
Katherine Jacobs, CFP®
Katherine focuses on making sure clients actually understand their plan, not just that one exists. She's known for clear communication and staying on top of the details between meetings. She tends to be the one who makes the first conversation feel less daunting.
Read bioYou don't have to be sure. That's what the first call is for.