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:
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Identify key issues and strategic goals
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Distill down the thousands of possible paths and focus on the ones that matter
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Work with your CPA, CFO, or attorney to develop a plan
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Connect you with other professionals or experts as needed
THE PROCESS
OWLFA Debrief
Presentation to discuss findings
and a suggested plan of action
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
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


