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
Services Basic Traditional Complex
Adviser consultation session
Comprehensive financial plan
Retirement and investment advice
Online financial dashboard
Adviser email support
High net worth management
Due diligence on strategic goals, key issues, and possible paths
Connection to network of professionals
Complex plans involving other professionals (CPA, CFO, Attorneys)
Business sale, exit, or succession
Family governance
Charitable planning and administration
Closely held businesses
Get Started with OWLFA

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.

Decide What’s Next

Take your time as you consider working with OWLFA — choosing a financial adviser is a personal and critical decision.