Get Educated and Empowered
We designed this process to help you make an educated and empowered decision about working with a financial advisor.
Learn How Your Plan Works
Our simple process provides you with a clear understanding of how your existing retirement plan will perform and where you could make meaningful improvements.
No Cost or Obligation
There is no cost or obligation for this process. You deserve to know exactly how we can help you before entrusting us with even a cent of your hard-earned wealth.
Initial Phone Meeting
We start with a 30-minute phone call to determine if our services fit your situation. We want to ensure we can provide solutions to your concerns before we move forward. If we are unable to serve your needs, we will happily point you in the direction of a trusted expert who may be of more suitable service.
In-Office Discovery Session
The next step is to visit our office. During this one-hour meeting, our team will get crystal clear on your financial goals, needs, and concerns. During our first meeting, we’ll ask you to paint a picture of your financial situation and goals. This, along with the documents we request you bring, will guide our analysis as we prepare for the next meeting. Before this meeting, we will request a few important documents. This data will drive our analysis and result in answers to three critical questions.
We will apply decades of experience, decades of Nobel-prize winning research, and thousands of hours of training to answer three critical questions for you:
- Are you on track to reach your long-term goals (e.g. retirement, or work-optional)?
- How can your tax bill be reduced?
- How can your investments be improved?
When our analysis is complete, we will have a second meeting to review the results. We will explain exactly what you need to do to reach your financial goals and we will answer the three critical questions we asked during our analysis. At the end of this meeting, we will ask if you would like to begin working with Oakmont or sleep on it.
Selecting an advisor to entrust with your nest egg is one of the most important decisions you’ll make. Take some time to think about whether you feel 100% confident with us walking alongside you on the path to retirement.
Before making a decision, ask yourself these questions:
- Do I like, trust, and respect the team at Oakmont?
- Will the benefits they provide exceed their cost?
- Do I understand and agree with their holistic planning approach?
- Do their recommendations make sense to me?
Advanced Planning and Commitment
When you are ready, we’ll start the process for you to become a client. During this meeting, we’ll answer any outstanding questions, build the framework for your retirement plan, and determine the exact steps we’ll take to get you on the path to a successful retirement.
Retirement Planning Meetings
We value communication and ongoing support throughout the retirement planning process. This is achieved through our Retirement Planning Meetings (RPMs). Oakmont clients meet with us in the spring and fall for RPMS, and they participate in a check-in call during summer. During these meetings, we provide a portfolio update, discuss changes to your lifestyle or goals, and revise your retirement plan as necessary.
How do I know if I’m a Good Fit?
Now that you know a bit about how we work, get to know what our clients are like. Our typical clients are:
Retired, or close to it.
We specialize in working with people who are retired or close to it (5 years or less). Our expertise best suits the unique needs of retirees.
While our clients wouldn’t consider themselves “rich,” thanks to a lifetime of diligent saving, they have accumulated a retirement nest egg of at least $300,000.
This sounds cliché, but we will only work with genuinely nice people with whom we share a mutual respect.
Looking for trusted advisor.
Our clients realize that the success of their retirement is too important to be treated as a do-it-yourself project. They understand and desire the value of targeted guidance.
Schedule your commitment
free phone call today.
How does Oakmont
charge their clients?
We are a fee-based financial advisory firm. Our fees depend on the level of assets under advisement. Some advisory firms are commission-based, which can lead to conflicts of interest and misleading advice. Not Oakmont. Our straightforward fees include the management of all your investment accounts, comprehensive planning and unique on-going Retirement Planning Meetings (RPMs) throughout the year.
Do you offer an hourly
or one-time financial
plan fee option?
We offer the most value when we work with people who desire a long-term relationship with a trusted financial advisor. If you are interested in a financial plan only (not ongoing advisement), schedule a 15-minute phone call and we will determine if our services meet your needs.
What makes you
different from other
Continuous planning and guidance. Our work doesn’t stop after you decide to become a client. We provide ongoing planning and support for our clients as circumstances change throughout their retirement journey. This is accomplished through our unique planning process called Retirement Planning Meetings (RPMs).
Ongoing client education. We believe in educating our clients so they can become smarter, more empowered investors. Our clients have access to exclusive webinar trainings and articles designed to help them make better money moves. We also produce two weekly radio programs/podcasts full of financial tips and education.
Industry-leading technology. We utilize industry-leading technology to equip our clients with tools for more success. We invest in technology with the goal of simplifying the lives of our clients and providing more peace of mind.
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