WORKING WITH YOU

Expertise. Intuition. Ingenuity.
As a client of Provident Oak Financial, you can rest assured that we will communicate with your CPA, Estate Planning Attorney and any other Financial Advisors you may have. Most importantly, we will communicate with you, the decision maker, in seeking to keep everyone on the same page and working on your plan. Families like yours, can feel more confident because they work with us.

Step 1

It all starts with you. The first step in out process is to get to know your story, your goals and dreams. We want to understand what concerns you as well as you past experiences.

Step 2

We will collect data regarding your current financial situation. What your current financial plan is and how you feel its working for you. We also want to know what about your current situation you like and what you would like to change.

Step 3

We will take all the information you’ve provided and put together a customized plan to help you reach your goals, short-term and long-term. We’ll working with you every step of the way to help keep you on track and to avoid pitfalls that may be harmful to your overall plan.

You are not on this journey alone and we will be there to guide you through, in good times and bad.

Step 4

We will present your customized plan along with a recommended Client Service Model. This will include you Financial Plan as well as a Service Model that will layout the types and schedule of communication you should expect to receive as a client.

Step 5

On an annual basis we will review your financial plan with you to determine if the plan is still appropriate for your situation. We will recommend changes basis on any upcoming events that may have an effect on your overall plan.