We have developed a straightforward process for you to get started. We know that taking the first step can sometimes be intimidating. After all, getting your finances in order is not fun for most. We wanted to simplify the process and let you know what steps need to be taken to get on the right path.Schedule a Call
Who do we work with?
We are looking for excellent individuals who can benefit from our expertise. We have only three criteria for those who want to work with us:
You have at least $1MM or more in retirement and investment assets (real estate not included).*
You are a good person. Yes, this is an uncommon criterion, but we LOVE what we do, and our goal is to keep it this way.
You are looking for a TRUSTED financial professional to delegate both your financial planning and investment management responsibilities.
Our 5-Step Process
Intro Phone Call
The first step is a 15-minute phone call where we introduce ourselves to each other and see whether or not we are a good fit
In-Person / Zoom Meeting
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.
If you are not quite ready to schedule an introductory call, below are a few other resources for you to take advantage of.
Where do you stand financially?
Find out where your net worth, income, and home value stand compared to others in the San Diego region and across the United States.
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*Exceptions can be made regarding the asset minimum, such as savings potential and upcoming capital events. Contact us for more details.