Contact Pathfinder
Tell us what is going on. We can start there.
You do not need to have all the numbers organized. Send us a note or call to discuss what you need and whether ongoing planning with Pathfinder would be useful.
Who you will speak with
Speak with David or Katherine.
You work directly with the people who research the questions, prepare the advice, and help carry it out.
Founder and Financial Planner
David Jacobs, Ph.D., CFP®
David founded Pathfinder after a research career in artificial intelligence and computer security. His planning work brings together questions about retirement, investment risk, taxes, and estate planning.
Read bio
Financial Planner
Katherine Jacobs, CFP®
Katherine focuses on clear explanations and the details between meetings. She wants clients to understand the plan, not merely possess one.
Read bioThe first conversation
What to include when you get in touch.
Tell us briefly what brought you here and how you would like us to contact you. If you want to arrange a call, suggest a few times that work for you. The first conversation is free, with no obligation to continue.
Arrange a conversation
Email us to arrange a conversation
Tell us briefly what is happening and suggest a few times that work for you.
support@pathfinderfs.com
Use email if writing the question down is easier than starting with a call.
In person
By appointment
In-person meetings are available by arrangement. Tell us where you are and we can discuss the options.
Mailing address
Pathfinder Financial Services, LLC
555 Paakiki Pl.
Kailua, HI 96734
Email support@pathfinderfs.com or call (808) 728-4396.