Schedule Your Free Financial Checkup

Taking control of your financial future starts with a simple conversation.

Whether you’re working toward Financial Independence, planning for retirement, or simply wanting a clearer picture of your money, a Free Financial Checkup is a chance to step back and see the big picture.

In this 30-minute meeting, we’ll talk through where you are today, what you’d like to change, and whether OptimalPath Advisors is a good fit to help.

What to Expect

What we’ll cover in your Free Financial Checkup:

  • A quick overview of your current financial situation

  • Your goals around saving, investing, debt, and retirement/FI

  • Your top questions or concerns about money right now

  • How my advice-first, flat-fee planning works—and whether it fits what you need

No pressure, no sales pitch. If it’s not a good fit, you’ll still walk away with more clarity and a few next steps.

How We Meet

How we meet:

  • Meeting format: Zoom video or phone call

  • Length: About 30 minutes

  • Location: Based in East Tennessee (Church Hill, TN) with in-person meetings available locally and virtual meetings via Zoom across Tennessee and nationwide

Location & Contact
OptimalPath Advisors, LLC
Church Hill, Tennessee (serving clients locally in East Tennessee and virtually across the U.S.)
Email: josh@optimalpathadvisors.com
Phone: (423) 534-7759

Ready to get started?
Click below to schedule your Free Financial Checkup and take the first step toward your ideal financial future.