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.
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.
To help you make smart financial decisions, we need to know who you are and what is most important.
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.
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…
Meet the members of our team you would interact with as a North Oaks client.
Share the relationship options that make the most sense for your situation.
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.
What do you value?
Thinking beyond your money begins with knowing what is most important to you. This is the first step to align your life.
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.