Our Services

Holistic Financial Planning

Advisor with Couple

The primary relationship we want to have with clients. A partnership built on your values and priorities including the advice, coaching, accountability and support to accomplish your goals.

The North Oaks Financial Group is a team of Certified Financial Planners and financial service professionals who believe knowing our clients holistically is the best way to help them build a successful financial future.

Most financial advising firms offer a similar type of planning (often referred to as “comprehensive planning”) in which they look at different areas of their client’s lives without necessarily connecting them.

We are committed to getting to know each of our clients on multiple, interconnected levels to better understand their unique needs and our approach is based on a combination of behavioral understanding and traditional finance, all of which focuses on understanding our clients values, purpose, goals, priorities, health, family, career, hobbies, dreams, fears (and much more) to ensure the advice we provide reflects all of who they are – so we can help them prepare for a solid financial future that is aligned with what is most important to them.

Learn how this process begins and what it looks like to Work With Us.

The people we tend to be the best fit for are looking to build a long-term relationship with a team of fiduciary-based financial planners who can help them make financial decisions that connect their values and priorities; in other words, they want guidance to help think beyond their money by receiving advice that aligns their finances with what is most important to them…not just suggestions that will make (or save) them the most money. The result of our process is the creation of a plan that brings their goals into reality while planning for the uncertainty that life brings.

The guidance we provide is tailored to each client’s situation, and often includes the following:

  • Cash Flow Management
  • Net Worth Tracking
  • Asset Allocation and Diversification strategies
  • Retirement Planning
  • Child(ren)’s Education Goals/College Planning
  • Divorce Planning
  • Employee Benefits Review (ie. Group insurance, 401ks, etc)
  • Home purchase analysis with review of financing options
  • Protection/family security strategies
  • Tax Planning Strategies
  • Complex Estate Planning strategies
  • Annual Gifting
  • Pension Analysis
  • Financial Analysis of rental properties
  • Business Owner Planning
  • Review of corporate stock and stock options

Planning Software

You’ll have access to planning tools that let you consider various scenarios and participate in the creation of your financial plan

Annual Recommendations

You’ll receive written recommendations each year based on the action items and areas of focus discussed with your Advisor. 

Fee Structure

Clients pay an annual fee for these services. This fee is based on the complexity of their situation and starts at $1,500/year.

A portion of all planning fees is donated to local non-profits. Learn more.