MORE THAN JUST INVESTMENT ADVICE

Each part of your entire financial picture relies to some degree on the other parts. Our holistic approach integrates them all – from investments, estate planning, budgeting, insurance and taxes to your relationships, interests and aspirations. The success of this integration relies on a process, not on any financial product. Here’s how we do it.

Great Oak Capital Partners’ Financial Planning Process

At Great Oak Capital Partners, we understand that your financial landscape is a complex ecosystem, interconnected in ways that affect every facet of your life. This realization is at the heart of our holistic approach to financial planning, which aims to integrate all parts of your financial picture—investments, estate planning, budgeting, insurance, taxes, and beyond. We believe that the success of this integration is anchored not in fleeting financial products but in a robust financial planning process. Here’s a detailed look at how we embody this philosophy to steer you toward financial success.

We Ask the Right Questions

The financial world is riddled with uncertainties—questions like “Where will the market be in a year?” or “What will the Fed do with interest rates?” might pique curiosity but ultimately lead to confusion. At Great Oak Capital Partners, our strategy revolves around asking questions that directly impact your financial success. Questions such as “How should I invest during retirement?” and “How much risk is appropriate for my situation?” are central to our process. These inquiries help us focus on what truly matters to you, laying a solid foundation for personalized fee-only financial planning.

We Gather & Analyze Your Information

Your financial story is more than just numbers on a page; it’s a narrative woven through your goals, values, experiences, relationships, and interests. In our financial planning process, we delve deep to understand the full spectrum of your life. This comprehensive gathering and analysis of your information ensure that our strategies are not only tailored to your financial needs but also resonate with your personal aspirations.

We Create a Plan

The cornerstone of achieving financial success is a sound investment strategy, yet it is the broader context of financial planning that truly guides every decision we make. Your customized plan is a comprehensive blueprint that coordinates all aspects of your financial life, addressing your concerns and outlining solutions that align with your goals. This plan is not a static document but a living strategy that evolves with you.

We Implement Your Plan

Our commitment to independence and fiduciary responsibility means that every recommendation we make is in your best interest. With a fee-only financial planning structure, we eliminate any potential conflicts of interest, ensuring that our advice is unbiased and focused solely on achieving your objectives. The implementation of your plan is executed with precision, leveraging our expertise to select the best strategies and tools to meet your needs.

We Make Sure You Stay on Track

Emotions can be a powerful driver of investor behavior, often leading to decisions that detract from long-term success. In both up and down markets, it’s easy to be swayed by fear or greed. This is where our commitment to planning, education, and objectivity becomes your asset. We provide the discipline necessary to navigate the emotional ups and downs of investing, helping you avoid costly mistakes and stay focused on your long-term goals.

We Reevaluate and Adjust as Necessary

Life is ever-changing, and your financial plan should reflect those changes. Whether it’s a new career, family changes, or evolving financial goals, our periodic review process ensures that your plan remains aligned with your current circumstances. Adjustments are made as necessary, with a keen eye on the horizon to anticipate and prepare for what’s next. This agile approach to financial planning ensures that you are always positioned for success, regardless of what life throws your way.

At Great Oak Capital Partners, our process is designed to weave together every strand of your financial picture into a cohesive, integrated strategy. Our focus on asking the right questions, thorough information gathering, strategic planning, disciplined implementation, continuous tracking, and agile adjusting defines our approach to fee-only financial planning and investment strategy planning. We are dedicated to navigating the complexities of the financial world on your behalf, ensuring that every aspect of your financial life is harmonized towards achieving your dreams and aspirations. This holistic, process-driven approach is the cornerstone of our partnership with you, aimed at securing not just your financial success, but also enriching the life you envision.

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Our Process Driven Approach

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We ask the right questions

Questions such as “Where will the market be in a year?” and “What will the Fed do with interest rates?” are unanswerable, and will only add confusion. We focus on what will help you succeed, such as “How should I invest during retirement?” and “How much risk is appropriate for my situation?”
We gather & analyze your information

Your financial picture is more than just a series of numbers and account balances. We make sure we understand your goals, values, experiences, relationships and interests.
We create
a plan

While a sound investment strategy is crucial to success, financial planning underpins every investment decision, and any other financial decision. Your plan coordinates all of your concerns and their solutions.
We implement
your plan

Our fierce independence and fiduciary duty give you confidence that our recommendations are always in your best interest. Our fee-only structure eliminates any conflicts of interest in choosing solutions.
We make sure you stay on track

Down markets breed fear; up markets create greed. Either way, emotions often lead to bad investor behavior. Through planning, education and objectivity, we provide the discipline necessary to avoid costly emotional mistakes.
We reevaluate and adjust as necessary

As your goals and circumstances evolve over time, so should your plan. Periodic reviews ensure that any changes in your life are accounted for and reflected in your plan.