1. Connect the essentials
Link one checking account and one investment account for the strongest free experience from day one.
Built for clearer planning decisions
See what matters now and what to do next.
NestPath Advisor helps you connect your finances, understand retirement readiness, and get practical guidance in plain language. Use the dashboard, a basic Financial Summary, and a clear readiness signal, then go deeper with Premium when you want more insight.
Free dashboard
Basic AI guidance
Retirement readiness
Core planning tools
Included
Connect accounts, see your dashboard, manage corrections, and use the core planning features that make NestPath useful every day.
Premium available
$2.99/mo
Get more insights, deeper detail, and access to the latest NestPath features as they launch.
How NestPath works
Designed to build trust first, then add depth where it matters.
2. Understand your picture
See your dashboard, recent activity, Retirement Readiness score, and an AI-generated Financial Summary in plain language.
3. Improve guidance over time
Add planning details, correct missing context, and use the app to make better next decisions without losing the big picture.
Trust and privacy
The app is designed to keep core account management and privacy controls accessible.
Connected-account data stays primary
NestPath uses connected financial data as the primary source of truth and lets you add planning corrections when context is missing.
Delete your account in the app
You can permanently delete your NestPath account and associated data from Settings inside the app.
Need help?
Use the support page for account questions, privacy questions, and help with linked institutions or data issues.
Business information
NestPath Advisor is a DBA of Katz Capital Advisors LLC.
217 W. Beech St.
Caldwell, ID 83605
208-850-5289 · 208-850-KATZ
support@nestpathadvisor.com