The OAK Process

The Open Discussion meeting usually lasts 45 minutes. We learn about all things that are important to the client including their family, occupation, and recreational aspirations.

We help clients define their personal and financial goals, understand their time frame for results, and their comfort with risk. It is our goal to completely understand our client’s goals and objectives.

Once the Open Discussion is complete, we meet as a team to collectively assess all of the information. We create a written investment plan alongside a set of investment recommendations to help achieve the client’s goals and objectives.
This step of the process includes analyzing assets, liabilities, cash flow, risk management, current investments and strategies related
to tax issues.

During the knowledge meeting we walk through the comprehensive investment plan and investment recommendations.

All recommendations are presented to the client for review and approval. These recommendations address each client’s individual goals and objectives. Extra care is taken to be sure that each client thoroughly understands the recommendations and alternatives so they can make informed decisions.