Working With Oak Capital Advisors

Your Free Retirement Assessment

What

A personalized assessment that shows you how to improve your retirement success and reduce your tax bill before paying us a single dollar.

Why

To get a head-start on your retirement plan, help you evaluate the value of our services, and make an informed decision.

Who

Entrepreneurs and their families who have accumulated investment and retirement assets of $500,000 or more.

Our Discovery Process

1. Schedule A Call

A 15-minute phone call gives us both the opportunity to evaluate whether our expertise is a match for your financial planning needs. If we determine we aren’t the best fit for your unique circumstances, we’ll do our best to point you in the right direction or recommend another financial professional who can help.

Click here to schedule your initial phone call.

2. Introductory Meeting

It's important to diagnose before we can prescribe. Our first meeting is held in person or over Zoom, so we can get crystal clear on your financial values, goals, needs, and concerns. This information will drive our analysis and result in your completed Retirement Assessment.

3. Free Retirement Assessment

We apply 20+ years of experience, decades of research, and thousands of hours of training to answer three critical questions for you:

The answers to these questions help us design a clear path towards your retirement.

4. Follow-up Meeting

Once we've completed your Retirement Assessment, we'll meet again in person or over Zoom to review our findings and recommendations. During this meeting, we'll answer the three critical questions in your Retirement Assessment and explain in plain English what you can do to improve your retirement plan.

At this point, we'll ask you if you're ready to move forward with Oak Capital Advisors or if you'd like to sleep on it.

5. Sleep On It

We are looking for long-term, mutually fulfilling client relationships. As such, we'll never pressure you into working with us or making a decision before you're ready. After our second meeting, we encourage you to ask yourself the following questions to determine if we're a good fit:

We will follow up within a few days to determine how you would like to move forward. If you decide we’re not a good fit at this point, we’ll wish you all the best and every success–absolutely no strings attached.

6. Welcome Aboard!

We are truly honored to be working with you. Before the fun begins, we will regroup in person or over Zoom to answer any outstanding questions and set expectations for the new client onboarding process, including necessary paperwork. Prior to this meeting, we'll send you a detailed breakdown of our onboarding process and address any concerns you may have.

Still have questions? Contact us anytime.