Choose the path that fits your transition

In mathematics, an “even path” is a balanced route through complexity. No backtracking, no dead ends. That’s the principle behind everything we do.

Divorce. Retirement. Caring for aging parents. These are high-stakes moments. If you need a clear next step, you’re in the right place.

Josh Dunlop, CFP®, CDFA® | 15 years in finance | Board member, Financial Therapy Association | Fee-only advice

Pick the service that matches your situation

Book a free consult to clarify next steps

Leave with priorities and a plan you can execute

No commissions. No kickbacks. No product sales

The Even Path Promise

No commissions. No kickbacks. No product sales

Transparent, fee-only guidance

Support through major life transitions

30 minutes | Zoom or phone | Time selection only

Pick your service

Every season needs a different kind of support. Pick the service that matches where you are now.

Divorce Planning

Make the next financial decision with clarity, not panic.

Who it is for: Divorce, mediation, negotiation, and post-decree cleanup.

In a consult, you will leave with:

The 3 decisions that matter most right now
What to decide now vs later
A clear next-step roadmap

Book a Free Consultation

Retirement Guidance (SERVES)

Retirement is a life transition, not just a money problem.

Who it is for: People nearing retirement or newly retired who want a designed chapter, not drift.

In a consult, you will leave with:

The SERVES pillar creating friction
A practical next-step plan
A path that aligns life and money

Book a Free Consultation

Senior Care Playbook

Reduce chaos now. Protect dignity later.

Who it is for: Adult children helping parents and older adults planning for themselves.

In a consult, you will leave with:

A prioritized decision list
A plan for documents, access, and safeguards
Next steps that reduce family stress

Book a Free Consultation

What happens in the free consultation

Even Path is fee-only, and the first step is designed to be useful and pressure-free. In 30 minutes, you will leave with clarity on what matters, what to do next, and whether Even Path is the right fit.

Pick the service that matches your situation

Book a free consult to clarify next steps

Leave with priorities and a plan you can execute

No commissions. No kickbacks. No product sales

What you will not get

Product pitches
Commission-driven recommendations
Pressure to commit on the call

No commissions. No kickbacks. No product sales.

Why Even Path

Advice-first planning for real life transitions. Fee-only, structured, and focused on helping you take the next step without overwhelm.

Fee-only by design

You pay for advice, not products.

Built for transitions

Divorce, retirement, caregiving, and loss require clarity under stress.

Calm, structured decision support

Complex money decisions translated into plain English and practical next steps.

FAQ (Working with Even Path)

Not sure how it works? Here are the most common questions people ask before getting started.

Do you sell investments or financial products?

No. Even Path is fee-only: no commissions, no kickbacks, no product sales.

Is this therapy?

No. Josh is not a therapist, but he believes financial empowerment can be therapeutic and has a place in healing.

Which service should I pick?

Pick the page that matches your situation. If you are unsure, book the free consult and we will clarify the best next step.

Do I need to prepare anything before the call?

No. Just choose a time.

Start with one calm conversation.

In 30 minutes, you will leave with clarity, priorities, and a path forward.