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.
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
Presentation to discuss findings and a suggested plan of action
Decide if you want to work with OWLFA
2-3 meetings of strategy, research, and fact finding
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
Charitable Planning and Administration
Closely Held Businesses
THE COMPREHENSIVE SERVICES PROCESS IS SIMPLE
Share Your Situation
We Will Diagnose Your Situation
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.