Developing a Solid Financial Plan
Begins From The Ground Up
Step 1
Discovery Meeting
This is where we simply listen. We get to know you, your family and/or business, your goals and your dreams. Financially and strategically, we get to know where you are now and where you want to be.
STEP 2
Investment Plan Meeting
We present our analysis of your current situation and make recommendations based on our discussion during the discovery meeting.
STEP 3
Mutual Commitment
Do you feel like OBWM is right for you? This is a mutual decision that our team can add value to you, your family and/or business. If we're the right fit, we will formalize our relationship.
STEP 4
Wealth Management Plan
Next, our team of specialists will develop a detailed comprehensive wealth management plan for you. This outlines steps to work towards your goals based on your priorities and timeline. Our objective is to make this a very simple and straightforward experience.
STEP 5
Ongoing Reviews
We will review your plan and benchmark your progress against the goals you set to achieve. As the review develops, we “re-conduct” the discovery meeting - taking into account any changes you may need to make regarding taxes, investment plans, insurance, estate planning, possible business plans, advanced gifting strategies and family. These consistent deep dive reviews are a distinguishing characteristic of OBWM. We feel this detailed review process ensures our clients receive the support and service they deserve.