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The DYI
Investment Plan.

Your Wealth Accumulation & Protection Plan.

Work with a Certified Financial Planner™ to build an investment strategy that works to build and secure your wealth.
Smarter investments, not exciting ones.
Start Your Investment Plan.
For DIY investors that want a professional roadmap and outlook

The Financial Plan For Your Investments

Work with a financial professional for a completely personalized investment plan based on your goals.
Whose The Investment Plan For?

DYI Investors & Everyone Who Wants To Grow Wealth

You want to maximize your returns while mitigating risks in this bumpy economic atmosphere, without putting your money in the hands of a wealth manager.

You want tried and true methods for growing wealth rather than 'sexy' ones that could have you loosing everything.
Start Your Investment Plan
Your path to making the most of your money

Why The Investment Plan?

Make more secure investments

Better Investments With A Strategy

Smart investing has gotten more tricky over the last couple of years. We help you find a balance that not only grows wealth but builds security in the rest of your life.
A smart game plan for debt

Take Control With A Roadmap

Maintain complete control of your finances while still having a roadmap created by financial professionals that you can follow. DYI your investments with guidance and no expensive money management fees.
Ingeniously Healthy Money Habits.

The Whole Picture.

Look at your investments as only a piece of the puzzle by maximizing your financial strength in the other areas of your life like cash flow, income, debt, taxes and more. 
The Fiduciary Promise

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

Flat-Fee, Advice Only Financial Planning.
Get Started

The DIY Investment Plan.

First Session Free
A roadmap you can follow for building and protecting your wealth through a plan that helps you determine how to invest, how much to invest and to make invest while mitigating risk.
  • A dedicated Certified Financial Planner™
  • A spending & income strategy.
  • A savings strategy.
  • Financial Review & Analysis
  • Risk/Reward Analysis
  • Strategic Investing Strategy
  • Supplemental Retirement Strategy
  • Mutual Fund & ETF Strategy
  • Much more!
Start with a free session with a CFP®
Note: To make planning more accessible, now all plans can be broken down into smaller payments.

You can implement your plan wherever you invest.

You can implement your plan at any brokerage you choose to invest your money including Fidelity, Morgan Stanley, Prudential, etc. As a DYI investor with a plan you can have the benefits of working with a professional Financial Planner without having to spend a fortune on expensive AUM and planning fees. 
A smart financial plan for your investments

Unbiased, Advice Only, Flat-Fee Planning

We are not wealth managers; we give you the tools and plan you need to make your own investment decisions.

It's Easy To Get Started

  1. Free Session With A Financial Planner.
  2. Review & Goal Analysis
  3. We Build You A Personalized Strategy.
  4. Enjoy Your Time & Money. 
Start Your Free Session
Not doing the most with your time & money

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

Meet A CFP® 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.
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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.