5 Cornerstones of Planning
CASH & LIABILITY MANAGEMENT
We can help you balance short, mid and long-term liquidity needs with overall goals.
INVESTMENT PLANNING
We can help define the timeframe for your goals, along with your tolerance for investment risk which play a critical role in the strategies we recommend for you.
PROTECTION PLANNING
We can help you identify gaps & design strategies to help protect the ones you love.
TAX PLANNING
We can help you identify strategies, conduct analysis and make recommendations to help reduce future tax liabilities.
BUDGETING
We can help you create a budget that gives you a solid foundation, by saving first and spending last. When you understand what’s going in and coming out, you can plan for the future now and live on the rest.
Our Process
Our Process
Discover
- Hopes, Dreams and Goals
- Important Facts
- Our Philosophy
- OWM Process
- Our Compensation
STRATEGIZE
- Review Financial Plan
- Identify Strengths
- Review areas of Concern
- Offer Suitable Solutions
IMPLEMENT
- Review Solutions
- Answer Questions
- Take Action
REVIEW
- 6 Month Review
- Update Financial Plan
- Follow Up on Issues List
MONITOR
- Adjust Plan as Needed
- Update Information
- Quarterly Investment Calls (if applicable)
Our Compensation
Our Compensation
Ongoing Financial Planning
Protection Strategies
Investment Oversight
Personal Introductions