Got Goals? Get a Plan
Once you know where you want to go, you need a plan to get there. Relying on guesswork alone to achieve your goals is like trying to build IKEA furniture without instructions. Don’t leave your livelihood up to chance. Work one on one with an OWLFA financial adviser to crunch your numbers and get step by step instructions for growing your wealth.
Services for Every Financial Situation
OWLFA offers three levels of service to help you through everything from daily finances to complex situations.
Level 1
Basic Financial Planning
A comprehensive financial plan to help you save, invest, and spend wisely
Level 2
Traditional Financial Planning
Financial guidance for high net worth individuals and extreme delegators
Level 3
Complex Situations
Intensive assistance for highly complex financial situations, often requiring a multi-disciplinary response
| Level 1 | Level 2 | Level 3 | |
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| Services | Basic | Traditional | Complex |
| Adviser consultation session |  |
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| Comprehensive financial plan | |
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| Retirement and investment advice | |
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| Online financial dashboard | |
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| Adviser email support | |
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| High net worth management | |
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| Due diligence on strategic goals, key issues, and possible paths | |
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| Connection to network of professionals | |
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| Complex plans involving other professionals (CPA, CFO, Attorneys) | |
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| Business sale, exit, or succession | |
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| Family governance | |
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| Negotiations | |
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| Charitable planning and administration | |
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| Closely held businesses | |
The OWLFA Financial Plan Process
Share Your Goals
Schedule an appointment with an OWLFA adviser to discuss your current situation.
Find Your Level
Talk with your OWLFA adviser to determine the level of service that’s right for you.
