At Oakview, we understand that different people have different needs. Which is why we offer our expertise in two different ways...and you get to decide which way works best for you.
Are there just one or two areas in your life that you need help with? Are you not ready to commit to an ongoing relationship with an advisor? That’s no problem! At Oakview, we know that everyone’s needs are different. That’s why we offer hourly planning as an option for our client’s. Our fee is $180/hour. Estimates are provided prior to the plan creation based on the scope of work, and billed after the plan is delivered. There’s no better way to see if we’re the right fit for you than by scheduling a 30 minute discovery session with us. Just click the link below to begin.
Ongoing planning is for our clients that prefer for their plan to be supervised throughout the year. Updates are consistently made to your initial plan as well as monthly or quarterly meetings as needed. You will also have unlimited access to us throughout the year for any questions or life changes that may occur. Our fee is $3,700/year billed monthly or quarterly. This option works perfectly if you’re a small business owner who needs cash flow assistance, individuals who need help with budgeting and investment management, or those who may be crossing the bridge into retirement.
list of planning services
Insurance & Estate Reviews
Social Security & Medicare
Cash Flow Projections
Budgeting & Debt Management
Credit Score Analysis
Capital Gains Analysis
Student Loans & Education Planning
Employee Retirement Plan Review
Employee Benefits Review
We also understand that every individual’s needs are going to be different, therefore we are not limited to the above list.