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The Oakmont Blueprint

Simplify Your
Retirement Today

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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.

01
How It Works

Our Process

01

Initial Phone Meeting

02

In-Office Discovery Session

03

Oakmont Analysis

04

Review Analysis

05

Sleeping
On It

06

Advanced Planning and Commitment

07

Retirement Planning Meetings

02
Our Clients

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:

01

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.

02

Diligent savers.

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.

03

Nice people.

This sounds cliché, but we will only work with genuinely nice people with whom we share a mutual respect.

04

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.

Get Started

Schedule your commitment
free phone call today.

03
Our Services

Frequently
Asked
Questions.

How does Oakmont
charge their clients?

Do you offer an hourly
or one-time financial
plan fee option?

What makes you
different from other
financial advisors?

04
Stay Connected

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Here are other ways to connect.


Call

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