Step 1: Tell us your story.
Discovery + Data collection
Define your goals and objectives. When do you want to retire? Do you want to travel more? Will you sell your home? This is arguably the most important step. We’ll need some help from you to start your plan.
Step 2: We break ground.
Analyze the data, build the plan and make recommendations
Your financial advisor will take everything learned during your conversations and begin to put together your personal financial plan. This is a living, breathing document that will be presented to you and will be yours to keep. This will serve as the foundation of your relationship with your financial advisor.
Step 3: Bring to life.
Review your plan and discuss action steps
Your Oppenheimer financial advisor will present the analysis and results of your plan to you. This is the “can we do it?” part of the conversation! The second part of this meeting will be a discussion of any possible recommendations. Some recommendations may be required to achieve success, whereas others may serve as a method for assuring continued success. Action steps will be presented.
Step 4: Assure your story’s continued success.
Monitor and update your plan periodically
As you move through the chapters of your life, your plan will need to move with you. It will need periodic adjustments. We will be ready for them. Together with your Oppenheimer financial advisor, we will make proactive and reactive changes to your plan.