Client Experience
Client Experience
We take a comprehensive approach to financial planning. Money may be the engine, but decisions drive the bus. Are you aware of, or understand all your options? An objective viewpoint, backed by experience, knowledge and in-depth resources can help you achieve your goals and dreams.
We take a comprehensive approach to financial planning. Money may be the engine, but decisions drive the bus. Are you aware of, or understand all your options? An objective viewpoint, backed by experience, knowledge and in-depth resources can help you achieve your goals and dreams.
Our Approach
Intro Phone Call – “Getting to know you” 01.
Let’s break the ice
In Person or Virtual Meeting – “Are we a fit?” 02.
Do we really like each other?
Are We Moving Forward?
New Client Intake Link 03.
“Let’s make the paperwork simple”
Co-Design Session 04.
“Getting hitched” Put all your cards on the table
Our Approach
Intro Phone Call – “Getting to know you” 01.
Let’s break the ice
In Person or Virtual Meeting – “Are we a fit?” 02.
Do we really like each other?
Are We Moving Forward?
Onboarding Call with Coach Kelly 03.
“Let’s make the paperwork simple”
Co-Design Session 04.
“Getting hitched” Put all your cards on the table
Service Options
At Black Oak Asset Management, helping you achieve your vision for retirement is our number one goal. We work closely with you to objectively assess your individual retirement strategy and help provide solutions tailored to your needs.
