Client Resources
Our goal is to ensure that you have access to all of the necessary tools and guidance to be financially successful.
CLIENT MEETING SCHEDULE
We will be actively reaching out to you throughout the year to ensure that you are on track to reach your financial goals. We have established the following schedule and believe it to be an excellent cadence for financial success.
JAN – APR
ANNUAL REVIEW
At the beginning of every year, we like to meet with our clients to discuss their annual outlook, estimated cash flows, and goals so we can update their financial plan accordingly.
MAY – AUG
ACCOUNTABILITY
This session is an opportunity to keep both the client and Bull Oak accountable for any deliverables and to ensure that all tasks are being accomplished.
SEP – DEC
TAX PLANNING
While we do not attempt to take the place of a client’s tax professional, we are in a unique place to help minimize tax liability, especially before the year ends. This can include tax-loss harvesting, retirement plan funding, deductions, and more.
ALTRUIST ACCOUNT LOGIN
The Altruist account portal is designed to be your primary account portal. This will include your account balance, positions, performance, statements, etc. Please contact us with any questions. We are happy to help!
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Google Android App: Click Here