What does OakTree Financial Planning do?

We work with people who are seeking peace of mind that they will reach their financial goals.  We help people understand their current financial situation, create and prioritize financial goals, and develop a sensible plan to reach or exceed those goals.

Is this for me?

 

You may want to consider working with us if you answer “Yes” to any of the following questions:

1. •    Are you wondering if you are on track to retire when you want to and with the lifestyle you dream of?
   

2. •    Do you lack the desire to manage a portfolio and would prefer that you could find somebody competent and trustworthy to do it for you?
   

3. •    Are you afraid of running out of money in retirement?
   

4. •    Are you are afraid that your survivors won’t be sufficiently provided for if something happens to you?
   

5. •    Do you always seem to buy and sell at the wrong time?
   

6. •    Do you wonder how you should save for your children’s college education?
   

7. •    Are you unsure how to choose between your 401(k) options?
   

8. •    Do you despise reading prospectuses and annual reports from mutual funds?
   

9. •    Would you like to know how to structure your finances to reduce your income and estate taxes?
   

10. •    Are you a technology expert but not a financial expert?
    

11. •    Are you looking for a people-oriented financial planner who will give you objective, trustworthy, and sensible advice?
    

 

 

What kind of results can I expect when I work with OakTree Financial Planning?

 

You will have peace of mind that you understand your current financial situation, you have clear financial goals, and you know what is needed to reach these goals.  You will have a financial plan and portfolio that was designed by considering expenses, income taxes, and estate taxes.  You will know that your survivors are sufficiently protected should something happen to you.  And, your finances will be organized; this will make things more straightforward now and if something should happen to you.

 

Since this is your financial plan, the plan will be driven by your goals and values.

 

What are the benefits of working with us?

 

The benefits of working with us include the following:

1. •    As fiduciaries, we are legally obligated to put your interests ahead of our own. 
   

2. •    Our product is not a financial plan.  Our product is your confidence and peace of mind that you are on the right track to reach or exceed your financial goals.
   

3. •    You will be working with a fee-only financial planner.  We do not work on commission, we do not benefit by putting you in any investment, and we do not benefit when a trade is made in your account.
   

4. •    You will have a partner in helping you define your financial goals.
   

5. •    You will be working with a firm that focuses on people and not just money.  We are a people-oriented firm that gives objective, trustworthy, and sensible advice.
   

6. •    You will have an objective and trusted person to talk with when you have financial questions in the future.
   

7. •    Analysis of your current financial situation
   

8. •    Help with prioritizing your financial goals
   

9. •    A plan to reach your financial goals
   

10. •    Organization of your finances
    

11. •    Review of insurance coverage, including life, disability, long-term care, property, and casualty
    

12. •    A professionally managed portfolio
    

13. •    Financial education (if desired)
    

14. •    Somebody to consult with on financial decisions
    

15. •    Somebody that will always be on your side
    

  

 

What do I do if I’m interested in learning more?

 

Contact us so we can get together for a free, no-obligation meeting.  When we meet, we will discuss your issues, concerns, and questions.  You can learn more about our company’s services, our philosophy, and how we might be able to help you.  We promise not to be slimy and push you to become a client.

 

You can contact us by emailing us at info@OakTreeFP.com or calling us at (970) 988-2044.