Great Path Planning is a financial planning and investment advisory firm based in Goshen, New York. Founded by Chris Pollard, CFP®, MBA, EA, the firm provides comprehensive financial guidance designed around each client’s circumstances, priorities, and future plans. Its approach emphasizes listening, personal attention, and ongoing advice through life’s transitions rather than relying on a standardized plan or focusing solely on investment management. Great Path limits the size of its practice to support a more attentive client experience.

The firm’s expertise centers on retirement planning for people approaching retirement, particularly those within five years of leaving work, and financial guidance for business owners, entrepreneurs, and self-employed professionals. Services include retirement planning, investment management, business consulting, business sale and exit planning, and financial planning for veterans. Great Path Planning aims to help clients make informed decisions and feel more confident as they work toward their financial goals. The firm operates as Semitam Bonam LLC doing business as Great Path Planning and is a registered investment adviser with the U.S.