Get Started

The first step is a 20-minute phone call where we introduce ourselves to each other and see whether or not we are a good fit.

This is a 1.5-hour meeting where we meet via Zoom or at our office.

During this meeting, we will begin by learning more about you and your goals. We will then discuss our financial planning process and our investment philosophy.

Note: We want you to feel confident in your decision to work with Bull Oak Capital. We are not salesmen and we will not pressure you to make a decision. After this meeting, we will give you time to consult with your family and to think through the decision.

Congratulations! This is where you become a Bull Oak Capital client! We begin by outlining the steps to establish the accounts and to put you on the right financial track. We schedule a Fact-Finding Session (3-hour session) where we use our mind-mapping technique to learn about your financial life. The core benefit of this process is our ability to run multiple scenarios based on your goals.

After 4 weeks of creating multiple scenarios and weighing each possible outcome, we will create a custom financial plan for you. Know that your custom financial plan will include multiple scenarios and our official recommendations. It will include a breakdown of all assumptions, cash flows, and analysis’ for those who appreciate reviewing the details. We believe that financial advice is best carried out when it is backed by solid data and scrutiny. By the end of this meeting, you will be able to walk away armed with the knowledge to make strong financial decisions.

A financial plan is a living document. It is natural for a plan to drift off-target as time passes. Therefore, it is important to meet regularly where we can update the plan. We have an open-door policy where you can reach out to us at any time outside of your scheduled meeting, whether you want to discuss your financial plan or your investment portfolio. After all, our goal is for you to succeed.