Financial Planning

Our mission is to help our clients live their best life.   To accomplish this we center our services around comprehensive financial planning. 

 

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How It Works

All new clients to Three Oaks Capital go through an onboarding process we like to call Confidence in Advanced Planning.  

This three meeting process furnishes all our clients with a comprehensive financial plan that helps guide our recommendations.  Throughout the process we gain visibility into where you are today, and explore what's important to you longer term. 

With a shared understanding of what your ideal life looks like, we create an action plan to get you there.  It incorporates our professional opinions & recommendations, answers each of your important financial questions, and covers all corners of your finances.

Then, we work together to execute your plan & update it over time. 

Read more about our Confidence in Advanced Planning process here.

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What You Get

 

• A comprehensive financial plan built to help you
get the most from your resources

• Unlimited access to a CFP® professional
committed to your financial success

• An organized, 360° view of your
finances via online planning tools

• A secure electronic vault to store
all your important financial documents

• Ongoing support to help you stay on track,
and make adjustments as your life evolves

• The confidence of having a professional in your
corner, looking  out for your financial well being

 
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How Much It Costs

 

Financial planning fees are assessed quarterly or
monthly, based on client preference. 

First quarter planning fee: $2,000
All subsequent quarters: $1,000

Complex cases may require different fee schedules.

 
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Minimum Asset Levels

$0.  There is no minimum asset requirement to take
advantage of our financial planning services.

While we manage money for most of our clients, it isn't a requirement.

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Next Steps

 

Sound interesting? 

Schedule a time to chat, and learn more about how we can help you optimize your finances & plan for the future.  

 

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Download Living the Good Life today:

 

Enter your email address to download Living the Good Life, and learn 5 ways a relationship with a financial planner can help you live a more fulfilling life.