The OPI process

Organize. Plan. Invest.

A simple sequence, followed in order. We don't recommend an investment before we understand the plan, and we don't build the plan before everything is organized.

Organize

The first step in our process is to get to know you, and to help organize your thoughts on what your specific financial goals are.

Gain a clear understanding and prioritization of your goals
Inventory of your current financial situation and existing accounts
Our budget worksheet walked through together
A cash-flow statement and net-worth statement — the foundation of a financial plan

Plan

During the planning phase, we develop a custom financial plan to meet your specific needs.

A plan built around your goals, not a template
Presented to you, with your feedback invited
The steps necessary to put the plan in place, identified

Invest

Once we’ve agreed upon your financial plan and the steps necessary to implement it, we transfer assets and execute your custom asset allocation. Now you’re up and running.

Assets transferred and your custom allocation executed
Savings, investments, and progress toward goals monitored continuously
Updates, statements, and meetings at a frequency that works for you

Ongoing

The plan evolves as your life does.

We re-evaluate your financial plan on a regular basis to help ensure it continues to meet your needs as your life and goals evolve over time — and planning, investments, tax, and estate work stay with the same team, in house.

Begin with a conversation.

An introductory meeting to understand your circumstances, answer your questions, and determine whether our work together makes sense.

Book an Appointment Or call (760) 946-2220