The OASIS Process


                      


"If you can't describe what you are doing as a process, you don't know what you're doing." – W. Edwards Deming


*OASIS is rooted in the Seven Step Financial Planning Model as defined by the Certified Financial Planning Board of Standards, which is defined as, “the process of determining whether and how an individual can meet life goals through the proper management of financial resources.”

Step 1: Organize

Step 1: Organize

The most important step is the first, building your Asset-Map. It’s here we help you organize all your important information and documents to get a clear picture of where you are today. We talk about where you want to go and the challenges you face today. Organization is the foundation of developing a customized financial plan aimed at clarifying and achieving your goals.

Learn More

Step 2: Analyze

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Step 2: Analyze

Once your Asset-Map is created, we then analyze 34 points of personal financial planning that may affect your household. Retirement Income Modeling, Tax Efficiency, Liability and Risk Tolerance are examples of a few points we analyze.  Our goal is to measure and project your current financial path and analyze what if scenarios for improvement. It’s during the analysis stage that financial blinds spots may appear.

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Step 3: Strategy

Step 3: Strategy

At this stage you will receive a list of custom-crafted recommendations that address your goals, values and needs. We reduce the 34 key points of personal financial planning to 7 core areas. Once you fully understand and are satisfied with our recommendations, together we then prioritize the list of tasks associated with the recommendations.

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Step 4: Implement

Step 4: Implement

It's important to note that "Rome wasn't built in a day." Implementation of your plan is a multi-step process that begins with what is most important today and followed with gradual implementation over time. We MAP(My Action Plan) the next two years of service meetings to promote accountability from you and OASIS Advisers. Achieving and maintaining financial well-being isn't a one-time event but a lifetime commitment to a healthy financial routine that requires maintenance, monitoring and adjustments. 

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Step 5: Service

Step 5: Service

Life changes and so does your financial condition. Along with regular required maintenance of your MAP(My Action Plan) our team at OASIS Advisers is here to be of service. The OASIS Advisers Principles of Service is your guide to our commitment to caring about you and your financial plans more than anyone else, except you.  Here within you will find your OASIS.

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