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Areas of Focus
- Credit Cards
- Emergency Savings
- Family and Money
- Getting out of Debt
About MeHelping people reduce their stress through financial education is my passion! As an Accredited Financial Counselor since 2014 and over 30 years of business experience, I bring a wealth of knowledge to my clients. I look forward to being of help. Rick Zwelling
- Accredited Financial Counselor (AFC)
- Video Conference
- Group Classes
What to expect in the first meetingIn the initial session, we will look at all of the details of the information you provided per the Checklist section. At the end of this initial session, you will know exactly where you currently stand financially. You will walk away with goals and tools to help you build a financial house that you might not think possible.
University of Cincinnati degree in Finance
Hobbies and Interests
- Working Out
Who We Serve
- Baby Boomers
- Blended Family
- College Graduates
- College Students
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Intergenerational Families
- Newly Engaged / Newlywed
- Remote Workers
- Single Women
- Young Families
Write a Review
We are excited to get our financial life sorted
We are excited to get our financial life sorted so we can enjoy all the things life has to offer.
Thank you again for everything. You provide such an important service and we are so happy to have found you. I imagine many others feel the same.
Living one paycheck after another
I am a 25-year-old male who had no idea how to manage my funds. I was always living one paycheck after another and didn’t know how to get out of debt. Right Path has sat down with me and went over all my finances. I was taught how to be aware of my spending activities. Rick was very patient with me and I would definitely recommend him and Right Path’s services to any of my friends and family!
I was so happy to see the budget work
I was so happy to see the budget work that Rick was able to provide to a woman that I was coaching. Rick did an amazing job explaining all the ins and outs of budgeting and providing easy to implement budget spreadsheets. I highly recommend Rick if you are looking to have a better plan for your future. It is worth your time and investment!
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