THE PATH Financial Strategies, LLC

THE PATH Financial Strategies, LLC At The PATH, we help individuals, families, and business owners gain clarity and confidence in financial decisions through personalized planning. Angelia Z.

Our approach is professional, transparent, and centered on what matters most to you. Message us to connect! At The PATH, we believe exceptional financial planning begins with people. We take time to learn your goals, values, and the legacy you want to create, building relationships grounded in transparency and collaboration. Our experienced team brings thoughtful strategy to every plan. Guided by

faith, we define success not just by wealth, but by purpose, peace, and lasting impact. We look forward to connecting. Shay is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Angelia Z. Shay is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency at 9316 Chamberlayne Road Mechanicsville VA 23116. Shay is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. THE PATH Financial Strategies is located at 9316 Chamberlayne Road Mechanicsville VA 23116. Contact information: TEL 804.935.5318, FAX 804.935.5357. Neither THE PATH Financial Strategies, nor New York Life Insurance Company, or its agents provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. THE PATH Financial Strategies is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Registered Branch Address:
9316 Chamberlayne Road
Mechanicsville VA 23116

Happy National Homeownership Month!
06/03/2026

Happy National Homeownership Month!

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear strategy...
06/02/2026

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear strategy, not just available equity.

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear plan, not just available equity.

Let’s talk about what a day in retirement looks like for you
05/29/2026

Let’s talk about what a day in retirement looks like for you

05/27/2026
Our goal is simple: help you feel confident about your financial future. This article gives you a glimpse into how that ...
05/26/2026

Our goal is simple: help you feel confident about your financial future. This article gives you a glimpse into how that happens

Help clients form good money habits by setting routines, rewards, SMART goals, using cues, and applying behavioral finance.

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.We ar...
05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

Pause & reflect ✨
05/22/2026

Pause & reflect ✨

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery t...
05/19/2026

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

In this brief video, you will explore the crucial importance of buy-sell agreements for your business. These agreements are like insurance policies for your company, ensuring its stability and protecting the interests of co-owners. Don't wait until it's too late – watch now to secure your business...

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9104 Officer Lane
Ashland, VA
23005

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