PRELIMINARY ANALYSIS

We provide our clients with a simple program that helps consolidate and organize documents and data, ultimately providing the foundation for a complete personal financial review. This initial review analyzes current strategies and recommends changes designed to preserve and protect assets, while minimizing expenses.

PLANNING: SHORT AND LONG RANGE

Short and long term goal setting establishes both targets and measures designed to enhance and build your net worth. This is an on-going process taking into account your ever-changing needs, cash flows and expectations.

STRATEGIC ACTION PLAN

The action plan that we provide integrates your financial goals with current and projected cash flows, and then develops a balanced approach that is responsive to changing conditions. Time horizons for these plans vary and they provide the structure to insure that challenging financial objectives are met.

ANALYSIS AND RECOMMENDATIONS

Guaranteed regular reporting provides the basis for control and the analysis of your assets and cash flows. We review all of your accounts to insure they are reported accurately, and that they are working for you. This on-going process is built on a very personal relationship and level of understanding that develops between Oaks Financial Management and our clients.