Our Process
Our Vision
Our goal is to work with clients who show mutual respect to us as individuals, value and take action on our advice. We use a planning process to help our clients clearly define and more predictably achieve their serious financial goals. We deliver a consistent, yet personally tailored client experience geared towards organizing and coordinating every aspect of our clients’ financial affairs. We want to develop and maintain the reputation as the most respected professional financial services team in our community.
Scheduling your introductory call kick-starts the process of working with Oak Capital Private Wealth. That’s where we get to know your financial situation and identify your goals. Next, we’ll analyze what you’re currently doing—and what you could be doing. We use that to develop your personalized financial strategy and recommendations. Then we’ll hold a second appointment with you to present our recommendations and implement the plan.
The 7-Step Financial Planning Process
1
Understanding the Client’s Personal and Financial Circumstances
2
Identifying and Selecting Goals
3
Analyzing the Client’s Current Course of Action and Potential Alternative Course(s) of Action
4
Developing the Financial Planning Recommendation(s)
5
Presenting the Financial Planning Recommendation(s)
6
Implementing the Financial Planning Recommendation(s)
7
Monitoring Progress and Updating
Throughout the financial planning process, we monitor your progress and keep you up to date with quarterly touchpoints. Each year, you’ll also get an extensive annual review so you can see exactly how you’re progressing toward your goals. If you’re considering a major financial decision in between those touchpoints, call us and we’ll walk you through the best course of action.
Get Started
Take the first step toward a more confident retirement.
Schedule a complimentary discovery call to talk about your current financial picture, your long-term retirement goals, and ask initial questions.
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