Financial Clarity for Life's Hardest Transitions

Divorce. Retirement. Loss. You’re facing high-stakes decisions, and one wrong move could cost you for years. I help you get clear, make a plan, and move forward with confidence. No product sales. Just advice that’s actually about you.

Certified Financial Planner® (CFP®)

Board Member, Financial Therapy Association

Certified Divorce Financial Analyst™ (CDFA™)

Fee-Only (No Commissions, No Product Sales)

Who This Is For?

Specialized financial guidance for life’s most challenging moments

Going Through Divorce?


You’re trying to figure out:
  • How to split assets fairly (without getting screwed)
  • What to do with the house, the 401(k), the retirement accounts
  • How to afford life on one income
  • What a QDRO even is (and why everyone keeps mentioning it)
I help you make smart decisions before, during, and after your divorce so you don’t spend the next 10 years regretting what you agreed to.

Mediation Support
$2,000
Post-Decree Support

$3,500

Pricing based on income and assets. My goal is to help anyone I can.

Planning for Retirement?


You’re asking yourself:
  • Can I actually afford to retire?
  • What do I even do with my time?
  • What if I run out of money?
  • How do I make this the best chapter of my life (not the scariest)?
Most advisors only talk about money. I focus on the 6 things that actually predict retirement success. Money is just one of them.

SERVES Retirement Guidance

$3,500

Includes financial planning plus life planning (the stuff that actually matters)

Worried About Aging Parents?

 

You’re lying awake at night thinking:

  • Are they going to run out of money?
  • What happens when they can’t live alone anymore?
  • How do I talk to them about money without starting World War III?
  • Am I going to have to pay for everything myself?
  • What if this tears our family apart like it did to the Johnsons?
Your parents have an estate plan. So did everyone else whose family ended up fighting. I help families create a clear roadmap before crisis hits, so everyone knows the plan and nobody’s blindsided.
Senior Care Playbook:

$2,500/year per family member

Includes family coordination, care cost planning, and peace-of-mind for everyone.

Most Financial Advisors Only Talk About Money.

I Don't.

Here’s the truth: retirement has long been viewed as a financial event. But money isn’t the only thing you need to plan for. Studies show that the 6 areas below predict retirement success. Surprisingly, money isn’t one of them.
Society

Your social connections and community

Excitement
Challenge and purpose in your days
Relevance
Contributing and feeling needed
Vision
What the final chapters look like
Expectations
Realistic planning (not fantasy)
Spirituality / Self-Actualization
Making this chapter meaningful

That’s the SERVES methodology. We focus on these 6 areas first, then we build a financial plan that supports the life you actually want to live. Not the other way around.

Here's How We Work Together

No complicated processes. No hidden fees. Just three simple steps.
Free Discovery Call

No sales pitch. No pressure. Just a conversation about where you are and where you want to go. (30 minutes)

1
Free Strategy Session
I show you a plan you can actually use, whether we work together or not. You walk away with clarity and next steps. (60-90 minutes)
2
You Decide
If it feels right, we move forward. If not, no hard feelings. You keep the strategy we built together.
3

Ready to Take the First Step?

Meet Josh Dunlop, CFP®, CDFA™

I started Even Path because I was tired of seeing financial planning tied to product sales and investment pitches. I believe you deserve advice that’s actually about you, not about what commission I can make.

The name Even Path comes from a concept in mathematics called the Even Path Problem. In graph theory, it asks whether you can find a balanced, non-repeating route between two points in a complex network. In simpler terms: when you’re standing in a maze of decisions, is there a clear, even path from where you are to where you need to be? That’s what this practice is built to do. I took a problem mathematicians have studied for decades and turned it into a philosophy: no matter how complex the situation, there is a structured, balanced way through.

I specialize in helping people through the messy, emotional, high-stakes transitions: divorce, retirement, loss. These are the moments when bad financial decisions can cost you for decades. My job is to help you avoid that.

Credentials
Certified Financial Planner® (CFP®)
Certified Divorce Financial Analyst™ (CDFA™)

Board Member, Financial Therapy Association

15 years in the finance industry
My Philosophy
“While I’m not a therapist, I believe the empowerment that comes from taking control of your finances is therapeutic and has a place in the healing process.”
The Even Path Promise
No commissions. No kickbacks. No product sales. Just transparent, fee-only advice. You pay me to help you. Simple as that.

You Don't Have to Figure This Out Alone

If you’re here, you’re probably facing a big financial decision and the stakes feel high.

Maybe it’s:

  • Dividing assets in a divorce
  • Figuring out if you can afford to retire
  • Planning for life after loss

I help people like you get clear, make a plan, and move forward with confidence.

What happens when you reach out:

  1. I’ll respond within 24 hours
  2. We’ll schedule a free 30-minute discovery call
  3. You’ll get clarity on your next steps (whether we work together or not)
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Ready to Get Clear?
Book your free discovery call. No sales pitch. No pressure. Just a conversation about your next steps.
Calls typically take 30 minutes. You’ll walk away with clarity, whether we work together or not.
Even Path — Financial Clarity for Life's Hardest Transitions
Fiduciary Financial Planning

Financial Clarity for Life's Hardest Transitions

Divorce. Retirement. Loss. You're facing high-stakes decisions, and one wrong move could cost you for years. Even Path helps you get clear, make a plan, and move forward with confidence. No product sales. Just advice that's actually about you.

Certified Financial Planner® (CFP®)
Certified Divorce Financial Analyst™ (CDFA™)
Board Member, Financial Therapy Association
Fee-Only — No Commissions, No Product Sales

Specialized financial guidance for life's most challenging moments

Going Through Divorce

You're trying to figure out how to split assets fairly, what to do with the house and retirement accounts, and how to afford life on one income.

  • How to split assets without getting shortchanged
  • What to do with the 401(k) and retirement accounts
  • How to afford life on one income
  • What a QDRO is and why everyone keeps mentioning it
From $2,000 — based on income and assets

Learn More

Planning for Retirement

Can you actually afford to retire? What do you do with your time? Most advisors only talk about money. Even Path focuses on the 6 things that actually predict retirement success.

  • Can you actually afford to retire
  • What to do with your time and purpose
  • What if you run out of money
  • Making this the best chapter, not the scariest
SERVES Guidance — $3,500

Learn More

Worried About Aging Parents

Your parents have an estate plan. So did everyone else whose family ended up fighting. Even Path helps families create a clear roadmap before crisis hits.

  • Are they going to run out of money
  • What happens when they can't live alone
  • How to talk about money without starting a war
  • Making sure this doesn't tear the family apart
Senior Care Playbook — $2,500/yr per family member

Learn More

Most Financial Advisors Only Talk About Money

Studies show that money alone doesn't predict retirement success. These six areas do. We focus on these first, then build a financial plan that supports the life you actually want.

S
Society
Your social connections and community
E
Excitement
Challenge and purpose in your days
R
Relevance
Contributing and feeling needed
V
Vision
What the final chapters look like
E
Expectations
Realistic planning, not fantasy
S
Spirituality
Making this chapter meaningful
We build the life plan first. Then the financial plan supports it.

No complicated processes. No hidden fees. Three simple steps.

1

Free Discovery Call

No sales pitch. No pressure. Just a conversation about where you are and where you want to go.

30 minutes
2

Free Strategy Session

A plan you can actually use — whether we work together or not. You walk away with clarity and next steps.

60–90 minutes
3

You Decide

If it feels right, we move forward. If not, no hard feelings. You keep the strategy we built together.

Your timeline
Josh Dunlop, CFP®, CDFA™

Josh Dunlop, CFP®, CDFA™

I started Even Path because I was tired of seeing financial planning tied to product sales and investment pitches. I believe you deserve advice that's actually about you — not about what commission I can earn.

I specialize in helping people through the messy, emotional, high-stakes transitions: divorce, retirement, loss. These are the moments when bad financial decisions can cost you for decades. My job is to help you avoid that.

CFP® CDFA™ Financial Therapy Assoc. Fee-Only Fiduciary

"While I'm not a therapist, I believe the empowerment that comes from taking control of your finances is therapeutic and has a place in the healing process."

The Even Path Promise

No commissions. No kickbacks. No product sales. Just transparent, fee-only advice. You pay me to help you. Simple as that.

You Don't Have to Figure This Out Alone

If you're here, you're probably facing a big financial decision and the stakes feel high. Whether it's dividing assets in a divorce, figuring out if you can afford to retire, or planning for life after loss — there's a clear next step.

1. I'll respond within 24 hours
2. We'll schedule a free 30-minute discovery call
3. You'll get clarity on your next steps — whether we work together or not
Book Your Free Discovery Call Calls typically take 30 minutes. No sales pitch. No pressure.