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.
The first step is getting to know you. We want to know your long-term goals, your dreams and what concerns keep you up at night.
Planning and Analysis
Next, we use the information that was gathered to develop a personalized financial plan suited for you.
Recommendation and Implementation
Finally, you will be given a recommended financial plan designed to manage your individual goals based on your needs and the risk that you’re comfortable with. Once a plan is agreed on, it is put into action as well as an established review process to guide you every step of the way.