At Straightline, our mission is to help individuals, families and businesses learn how to make sound decisions that bring them closer to achieving their financial goals. Through insightful financial coaching and straightforward advice, we provide our clients with a clear view of their current financial health, a comprehensive 90-day Wellness Plan for honing better finanical habits, and periodic checkups to ensure everything is working as planned. Simply put, we help our clients build wealth so they can live – and give – like no one else.
Our Services
Straightline’s comprehensive Financial Wellness Assessment includes:
- Credit / Debt Review
- Mortgage Review
- Insurance Review
- Retirement Planning
- Monthly Budget Planning
- Crisis Counseling
- And much more
Your Results
Once the Assessment is completed, you will have a crystal clear view of your current financial health and a sound foundation for starting down the road to better financial health. Straightline will then provide you with an Immediate Wellness Plan that outlines the steps for growing healthy fiscal habits and greater financial stability in the first 90 days. After that, we will conduct a complete fiscal check-up with you at 6 and 12 months to make sure financial fitness level is on track.
Testimonials
TBD
Membership Plan
As a member of the Straightline family, you will have direct access to expert coaching advice whenever and however you need it. Membership benefits include:
- 48-hour response guarantee
- Access to personal cell phone numbers for emergencies
- Exclusive discounts on select services
- Enhanced “Straightline Rewards” benefits (higher referral fees)
- FREE educational seminars from the “Straightline for the Workplace” program
- FREE annual credit report review and report upon request
