Work With Us

It starts with a conversation

The best way to determine if we are a good fit is to have a conversation. This gives us time to get to know each other and discuss our philosophy on financial planning.

Values Banner
Goals Banner
Decisions Banner
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We get to know you first

We want to learn about you before ever discussing money so when it is time to help you set goals and make financial decisions they reflect what is most important to you.

Getting to Know You

Your Values

To help you make smart financial decisions, we need to know who you are and what is most important.

Your Goals

Without knowing your goals, it would be difficult to advise you on how to attain what you want.

We discuss your financial picture

Once we have an idea of who you are, we will discuss your current financial situation and where you’d like to be in the future. Don’t worry about bringing any statements or reports.

Your Financial Picture

We discuss the next steps

We will end our conversation by sharing what you can expect out of a relationship with our team, including the following…

The North Oaks Team

Team

Meet the members of our team you would interact with as a North Oaks client.

North Oaks Services

Our Services

Share the relationship options that make the most sense for your situation.

North Oaks Fees

Fees

Receive a quote for the services we discuss based on the complexity of your situation.

We begin our relationship

We are here to a partner with our clients. You will always be the CEO of your personal finances. We will be your personal CFO, providing expertise both financially and beyond your money.

Our Relationship

What do you value?

Aligning your life begins with knowing what is most important to you. People who can articulate their values are more capable of living them out.

We help you take action

Once we decide to work together, we will develop a plan that aligns your values, goals and empowers you to make smart financial decisions in even the most challenging situations.

Gather Information

We will ask you for the necessary information to analyze your financial situation.

Strategy

Together, we will review your information and begin sharing priorities.

Take Action

Each year, we will provide written recommendations for you to focus on.

Implementation

Great advice is nothing without implementation. We will help you put your plan into action!