The OASIS Financial Planning Process
"A Roadmap Worth Driving, to a Destination of Your Choice"
Step 1
Organize
A process to consolidate and visualize all your financial holdings in one clear, comprehensive asset map, providing a foundation for informed decision-making.
Step 2
Analyze
A thorough assessment of your financial position to identify gaps, risks, and opportunities, forming the foundation for strategic decision-making.
Step 3
Strategy
A tailored plan that includes a comprehensive Investment Policy Statement and a two-year action plan, balancing present enjoyment with future financial goals.
Step 4
Implement
Bringing your tailored financial plan to life with trusted partnerships, secure processes, and seamless execution to achieve your goals.
Step 5
Service
Providing ongoing support, proactive monitoring, and personalized adjustments to ensure your financial plan evolves with your life and keeps you on track toward your goals.