THANK YOU for referring a friend to our team! There is no better way to grow our business than to have great clients refer their friends and family. It is the greatest compliment we can receive!

What to Expect
Referring someone can be intimidating if you do not know what to expect. For every referral we receive, we follow the same process.

• We will send out an information kit that has a letter telling the potential new client that he or she was referred by you.
  
• The kit will have our company's business introduction, the services we offer, and our team's biographies.
  
• We will include a financial data form and an offer for a free, preliminary consultation with our team.

That's it! We will not call them unless you request us to, and we will not burden them with any additional mailings. We have grown through our sound financial guidance, dedicated client service, and friendly business environment. This is what your referral can expect from us!

Making a Referral
There are two easy ways to refer a friend to us.

• The first is the "Refer-a-Friend" link below. Clicking this will send an e-mail to your friend, with a link to our Web site! You can click on "Refer-a-Friend" to read the e-mail that will be sent. 
• The second way to refer a friend is to send us an e-mail at jason@pathfinderwm.com and provide us with your friend's contact information.