top of page

Getting your FREE assessment is easy.
It’s no cost, no pressure, and you will walk away with a better understanding of your retirement future. 

Step #1

Schedule a 15-minute Assessment Call

This gives us a chance to get to know each other and make sure our team is a good fit for what you're looking for, as well as ensure we believe we can help achieve your goals.

During this 15-minute call with a Certified Financial Planner (CFP®) you'll gain clarity on whether a relationship with a financial planner is the right fit for you and identify your next best steps. 

Step #2

Financial Planning Meeting

If a full financial plan is needed, the next step is a detailed meeting where we discuss your priorities and what matters to you, enabling us to customize our offerings and processes to your situation and start where it's most important for you. 

We also will outline the costs associated with our services, along with exactly what an ongoing relationship with Straight Path looks like. 

Step #3

Final Review & Next Steps

Now that we have a detailed financial plan, we still need to make sure we effectively execute its implementation. Working together, we will create a roadmap for the seamless integration of the proposed strategies. This step is crucial in ensuring that we can successfully navigate the path toward achieving your goals and dreams.

What to Expect When You Reach Out to Us

It's also important to understand what will NOT happen when you contact us. You will not get a hard sales pitch or high-pressure tactics. Our number one priority is to provide value to you. By concentrating on that first, it helps you as the client figure out if we are a good fit or not.

“I highly recommend Straight Path! I have been using their services for about 10 years now. They have managed my retirement savings and taxes before my retirement and now that I am retired, they are helping me with many of the big decisions that impact our finances. I have been blown away by the full range of services they have provided. Those services include tax preparation, SS application planning and recently planning for the possible need for long-term care. They don't just give generic advice, but they research the options and even work with other providers to make sure my needs are met. If I can use a medical analogy, it's like having a Primary Care Provider for your finances. As I stated at the beginning, I highly recommend Straight Path!"

- Tom O.

Do you have a minimum asset requirement to become a client? 

We do not have a minimum asset requirement to become a client because we believe it is just as important for an individual with $100,000 to receive sound financial advice as it is for someone with $1,000,000. However, depending on your asset level, some of our specialized services, such as financial planning and tax preparation will be included with your annual fee, whereas some will be an additional charge. 

Schedule A Call

Not Ready to Schedule a Meeting?
Read our
FREE Retirement Ebook!

bottom of page