For clients not utilizing our flagship Discretionary Investment Management service, which includes access to financial planning, StraightLine offers a stand-alone goals-based financial planning service.
This service is modular, collaborative, and ongoing to help clients identify and maximize their potential to achieve their financial goals. Everyone’s journey is different and while there are foundational components to all financial plans, we will work with you to address the most critical components based on where you are in your financial journey. |