fbpx
Speak To A CFP® - (855) 607-0869
Book A Free Session

Financial Advisors That Work With Everybody.

Certified Financial Planners™ that charge an affordable flat fee. No hidden fees or commissions. Plus, Our Lifetime Accuracy Guarantee.
Get Started

A plan that you can follow, with complete confidence

We guarantee that your Advisor will build the best possible financial plan for you that you can follow from here, and into the future to achieve your financial goals, guaranteed.
Learn About Our Guarantee

$0 Starting Fee - Meet An Advisor For A Free 1-On-1 Session.

-  50% of clients stick with a free plan.
Get a basic financial plan FREE - Retirement, Debt, Budget & Cash Flow built into a free roadmap you can follow.
Hand Crafted By A Certified Fiduciary Guaranteed.
Select A Plan

Unbiased, Flat-Fee Financial Advice

No matter what you need to plan you can always get financial advice with a 1-on-1 Advisor session for free.
Get Free 1-on-1 Financial Advice

The Latest Planning Tech Paired With Your Personal Advisor.

A financial plan that changes with your life >>>

$49,147

Av. Lifetime Savings

$0 - $999

Planning Fee

100%

Accuracy Guaranteed

  • Get a goal based financial plan

    Meet a retirement financial planner

    Build a plan to protect your family

  • Create a roadmap to manage your debt

    Small business exit planning strategy

    Get a strategic way to handle healthcare

Comprehensive Financial Planning Designed For Literally Everyone.

View Financial Plans
View 'Smart' Planning Services

1-on-1 Financial Advice & Session

Starting at

$0

- 30 minute time limit.
Start For Free
Get free financial advice from a Certified Financial Planner™
Meet & talk to a  Financial Advisor.
Ask your financial questions.
Get financial direction for your life.
Build a basic financial plan to start.

Comprehensive Financial Plan

Starting at

$499

+ Any add-on 'smart' plans.
Start For Free
Build a comprehensive financial roadmap for your family.
Meet & talk to a  Financial Advisor.
Advanced Cash Flow & Budget.
Retirement & Extensive  Savings.
Investment & Total Debt Strategy.
We Recommend

Complete Holistic Financial Plan

Starting at

$899

+ Any add-on 'smart' plans.
Start For Free
Build a comprehensive financial roadmap for your family.
Meet & talk to a  Financial Advisor.
Comprehensive Financial Plan.
Inheritance & Family Planning.
Healthcare & Education Planning.

1-on-1 Financial Advice & Session

Starting at

$0

- 30 minute time limit.
Start For Free
Get free financial advice from a Certified Financial Planner™
Meet & talk to a  Financial Advisor.
Ask your financial questions.
Get financial direction for your life.
Get a basic financial plan to start.

Comprehensive Financial Plan

Starting at

$499

+ Any add-on 'smart' plans.
Start For Free
Build a comprehensive financial roadmap for your family.
Meet & talk to a  Financial Advisor.
Advanced Cash Flow & Budget.
Retirement & Extensive  Savings.
Investment & Total Debt Strategy.

Complete Holistic Financial Plan

Starting at

$899

+ Any add-on 'smart' plans.
Start For Free
Build a comprehensive financial roadmap for your family.
Meet & talk to a  Financial Advisor.
Comprehensive Financial Plan.
Inheritance & Family Planning.
Healthcare & Education Planning.

Get The Smart Plan.

A Financial Plan That Covers Everything.
You courageously go to work to earn money so that you can support your family, but you need a plan so that you can achieve the dreams you have for them. Dreams like investing in the future, living without debt, paying for school, increasing your income and preparing your family for anything.
Your Smart Plan is your professionally built plan for achieving your financial dreams and making the most of your money. Prepare for the future you want tomorrow, while maintaining a comfortable lifestyle today.
Learn About The Smart Plan.
  • Your "financial dreams" plan
  • Your "save more" plan
  • Your "get out of debt" plan
  • Your "better retirement" plan
  • Your "prepare your family" plan
  • Your "better investments" plan

Who We Are.

We are a group of Financial Planners that believe in supporting families by building personalized financial plans that let them achieve ALL their financial goals.
  1. Meet an Advisor Free.
  2. Define Your Financial Goals.
  3. We Build You A Plan To Meet Those Goals.
  4. Follow Your Plan & Achieve Your Goals.
Get Started
Straight Path Financial Reviews
  • "We made good money but me and my wife wanted a plan to help pay for our student loans. John was awesome and we got so much more out of our plan than we were anticipating."
  • "We wanted something built because of how inflation and the economy was going and frankly I wanted a risk plan in case another 2008 happened. We are super happy with the Smart Plan."
  • "Me and my wife had sold our business and wanted to make sure we were going to be able to maintain our lifestyle while funding our kids expensive college, they really went above and beyond for us."

Choose Your Financial Plan:

The Smart Plan.

The 'All-in-one' Smart Plan. A personalized financial plan that gives you everything you need to reach your goals. A holistic approach to your cash flow, debt, taxes, investments, family, wealth protection and much more built into a single plan you can follow.
Learn More.

The Debt Management Plan.

Debt is more expensive to have than ever. Our debt management plan gives you a path to lower your liabilities, manage your debt & raise your credit score.
Learn More.

The DIY Investment Plan.

An investment plan designed to give you a wealth manager in your pocket while maintaining complete control of your investments and money. A DIY approach to better investing.
Learn More.

The Bright Retirement Plan.

A plan for building your dream retirement in a world that is making it ever more difficult to retire. Explore retirement benefits, savings, healthcare and inheritance planning.
Learn More.

Your Questions - Answered.

All our Advisors are Certified Financial Planners™ the gold standard in financial education and training. We are a Fiduciary meaning we are obligated to give you only beneficial advice. All our dedicated planners are held to the highest level of experience and integrity. 
The Smart Plan is a financial game plan built by your dedicated Advisor for your life. That will ensure that you are on the right track for the future you want while maintaining a comfortable lifestyle today. It covers everything your money touches. For more info visit the Smart plan page.
Your first Advisor session is always free. The Smart Plan for individuals' costs only $1000, while a family plan costs $1500. We now have payment plans to make planning more accessible for everybody. For specific plans like debt strategies, retirement, & investments planning starts at $300.
We serve everyone that want to the best things with their money. 75% of our clients are between the ages of 32-57. Our team has been trained to work with clients across a spectrum from those who have $0 in savings to those who have $5M. Our approach is to treat no one with bias.
This is your session. You can ask financial questions and get real advice. We can do a basic financial analysis into your situation and talk about next steps for financial planning for you and your family. Your first session will be done over Google Meet or Phone Call.
Our Approach

We Are A Fiduciary That Does Flat-Fee, Advice Only Financial Planning.

Save More With Flat-Fee, Advice Only Financial Planning.
Learn About Our Approach

Your First Session With A CFP® Is On Us.

Do you want financial advice without having to pay for it? Well your in luck! Your first discovery session with a CFP® is free and we aren't stingy with our advice.
Meet A CFP® For Free
We don't believe in hidden fees, up-sales or clearly 'biased' planning practices.

Unbiased, Flat-Fee & Advice Only Financial Planning

Make Better Decisions For You & Your Family.

Unbiased Planning

It's smart to do a little taste test before you dive right into something. That's why we let you have your first Advisor Session Free. No catch, no obligation, just helpful advice.

Flat-Fee Planning

Paying too much for financial advice, you're too smart for that. You only pay for your Advisors time and services. No AUM fees, No Commissions. Just Financial Planning.

Built For Everyone

Our Certified Financial Planners™ have experience working with people from all walks of life. From those trying to get out of debt to those trying to build wealth.
Meet An Advisor For Free
Straight Path Financial is a flat-fee, advice only financial planning firm focused on building overall financial health for everyone by building smarter financial plans.
Subscription Form Footer
© Copyright 2023 - Straight Path Financial LLC - All Rights Reserved
Legal Disclaimer: Straight Path Financial LLC is a Registered Fiduciary Advisor. Content presented on this website is for informational and educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Information on this website is not intended to be comprehensive tax advice or financial planning advice for any particular client investment needs. Be sure to consult with a qualified financial or investment adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Investing involves risk, including the loss of principal. 
apartmentuserstagcalendar-fullheart-pulsepie-chartclockthumbs-up