Our client relationships always begin with an in-depth conversation to build a foundation for the advice we provide. This is your chance to tell us all about yourself and your financial goals. The more information you provide, the more thorough we can be in our analysis.
Our team will take everything you provide during the Discovery process and build a comprehensive strategy to address your goals and objectives, including investment allocation, cashflow management, and legacy planning
We understand making a major financial change can be a daunting task. That’s why we have a team of licensed advisors and assistants to hold your hand through the process. Whether it takes phone calls to retirement plan administrators or transferring asserts from other financial management firms we are here to make the process as seamless as possible.
Setting up the accounts is only the beginning. We will keep you engaged with your investments through regular contact, client-focused events, and periodic strategy meetings. Working with Oak Partners is a relationship, not a transaction.