COMPREHENSIVE ADVICE

The 1-Year Financial Plan is the first level of our services, but you may need more comprehensive advice. We offer two additional levels of service for traditional financial planning and special situations.

LEVEL TWO

Traditional Financial Planning

Are you a high net work individual or extreme delegator?

If So, our advisers can help you:

Identify key issues and strategic goals
Distill down the thousands of possible paths and focus on the ones that matter
Work with your CPA, CFO, or attorney to develop a plan
Connect you with other professionals or experts as needed

THE PROCESS

OWLFA Debrief

Presentation to discuss findings
and a suggested plan of action

Decision Process

Decide if you want to work with OWLFA

Intensive Interviews

2-3 meetings of strategy, research,
and fact finding

LEVEL THREE

Special Situations

If you need financial guidance on truly complex situations like running a family business or analyzing investment opportunities, our financial advisers can help you on a more ongoing basis.

Business Sale, Succession, or Exit

Family Governance

Negotiations

Charitable Planning and Administration

Due Diligence

Closely Held Businesses

THE COMPREHENSIVE SERVICES PROCESS IS SIMPLE

1

Share Your Situation

2

We Will Diagnose Your Situation

3

You Decide What’s Next

Meet with an adviser to discuss your current situation

Speak with an adviser to talk through the appropriate level of service given your situation.

Take your time—choosing a financial adviser is a personal and critical decision.

GET STARTED NOW