1
Schedule a 15-minute 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 ensuring we believe we can help you achieve your goals.
2
Introduction Meeting
Following the 15-minute intro call, 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.
3
Plan Better. Invest Better. Live Better.
Now the fun starts. We work together to create a plan that adjusts and adapts to your changing life. We create an investment strategy that helps you accomplish your goals. Our ultimate goal is to help you live better by helping you have 100% confidence in your financial future.
Getting started is easy.
It’s no cost, no pressure, and you will walk away with a better understanding of where you are today.
FIDUCIARY
CLEAR &
TRANSPARENT FEES
COMPLETE ADVICE
As a Fiduciary, we consistently provide you with the best advice, with a fee structure designed to align our success with yours and with transparent fees. Part of providing that advice is integrating tax planning and preparation into your complete financial plan, potentially saving you thousands in taxes. The combination of these two is unlike much of the financial industry, and is designed to provide you with the maximum value possible.