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Your Smart Plan.

Your All-In-One Financial Plan.

Work with a Certified Financial Planner™ to build a smart financial strategy for your family.
A personal 'Smart' strategy built to save you & earn you money.
Start Your Smart Plan.
It's What Smart Families Do.

The All-In-One Financial Plan

Your emergency fund, savings, debt management, retirement, investment & wealth protection plan built into one.
Whose The Smart Plan For?

Individuals & Families

You have financial goals like buying a home, starting a business, paying for college, lowering your debt, making better investments and having the best possible retirement when the time comes.

Sound familiar?
Start Your Smart Plan.
A Personal Plan To Help You Reach Your Financial Goals.

Why The Smart Plan?

Empowered With Financial Intelligence.

Better Finances, Means Less Stress

The Smart Plan is a personal all-in-one financial plan that you can use as a guide for making financial decisions. It will help you save money on debt, build an emergency fund for your family, make better investments and show you the quickest way to meeting your financial goals.
The Smart Plan means you can worry less about your financial future.
A Smarter Use of Time.

Completely Personalized

Your Smart Plan is personalized to help you reach your financial goals. Whether you want to fund retirement, pay off debt, buy a second home or pay for college the Smart Plan is designed to get you there.
Ingeniously Healthy Money Habits.

Protection For The Whole Family

Your Smart Plan is built to protect your family in a shaky economic climate by building an emergency fund, mitigating financial risk, and so much more.
All while you live the comfortable lifestyle you want today.
The Fiduciary Promise

As A Fiduciary We Are Legally Obligated To Build A Plan With Your Best Interests In Mind.

Flat-Fee, Advice Only Financial Planning.
Start Your Smart Plan.

Your Smart Plan - How It Works

Step 01

Free Advisor
Session

We don't want you spending a dime until you are working with the right Financial Advisor for you. Use this session to see if The Smart Plan is right for you and get free financial advice.
Step 02

Goals 
& Review

Your Smart Plan is based off your personal goals & where your at today. In this step you and your Advisor will review your current situation and set the financial goals that you want to reach.
Step 03

Find
Opportunities 

You have missed opportunities to save more money, pay less debt and protect your assets hidden under your noise. Your Advisor is going to help you find and use them.
Step 04

Build
Your Plan

This step is easy for you. (time is money.) Your Financial Advisor builds your Smart Plan for you. Designed to get you to your financial goals & help you use your time and money the smart way today.
Step 05

Enjoy Your
Money

With your plan in hand, you now have the guide you need to simplify your money, build a savings plan, prepare for retirement and reach any other financial goal that you might have. Enjoy your money.

Get The Smart Plan.

A comprehensive game plan that will guide you to smarter financial decisions and tell you how to reach your financial goals tomorrow, while securing your future today. A fully personalized financial plan that includes:
  • A dedicated Certified Financial Planner™
  • A financial decision map for reaching your goals.
  • A spending & income strategy.
  • A savings strategy.
  • A debt management plan.
  • A retirement plan.
  • Your Investment Strategy.
  • So much more!
Start Your Smart Plan.

Get The Smart Family Plan

The Smart Plan, but designed for families. A plan that takes into account both you and your spouse, plus the kids you have in your life today or will have in the future. The Smart Family Plan includes:
  • A dedicated Certified Financial Planner™
  • Everything in The Smart Plan.
  • Student Loan Strategy
  • Education Funding
  • Inheritance Strategy
  • Much More.
Start Your Smart Family Plan.

Your Smart Plan Covers Everything.

Goals

A game plan built to reach your personal financial goals.

Savings

A game plan for building up an effective savings & emergency fund.

Budget

A game plan for building off your income and lowering expenses.

Debt

A smart plan for lowering your current debt and paying off bad debt.

Retirement

A smart plan for building the retirement of your dreams.

Investing

A smart plan for making better investments & mitigating risk.

Family

A smart plan to prepare for a family and secure its financial future. 

Taxes

A smart plan to make the wisest tax moves over your money's lifetime. 

Education

A smart plan to manage your student loan debt & prepare to fund college.

Inheritance

A smart plan to secure the future of your money whether your here or not.
Why is the Smart plan different?

It's Built With Savings & Financial Security In Mind.

We can take the stress of the future off your shoulders with a smart plan for your family.
Not doing the most with your time & money

You're Too Smart For That. Meet A Certified Financial Planner™ Free.

Get Started
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.
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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.