The Oakmont Blueprint

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.

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:

1. Are you on track to reach your long-term goals (e.g. retirement, or work-optional)?
2. How can your tax bill be reduced?
3. 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?

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.

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.