Achieve Your Financial Goals
Our Process to Achieve Your Financial Goals
Discover Your Needs
Create a Custom Plan
Of course, just talking about your dreams won't make them happen. We take the information gathered in the discovery phase to craft a well-researched, customized financial plan. We take into account your lifestyle and financial goals, and work to help you anticipate the unexpected.
Implement Your Plan
After reviewing your plan with you, we go to work to accomplish the goals laid out. We also act as your Financial Advisor, coordinating the efforts of other service providers for you as necessary.
Monitor and Adjust
* Mutual funds are provided through PEAK Investment Services Inc. All other products and services are provided through Oak Tree Financial