Our Financial Planning Philosophy
At Bull Oak Capital, we act as a dedicated financial planner in San Diego committed to helping you make better financial decisions. The better the decisions, the more likely you are to reach your financial goals. We are here to act as your financial partner and counselor.
Whether you are saving for retirement, building a real-estate portfolio, or just starting out, the principles are the same. How you earn, spend, and invest your cash-flow will determine your future financial lifestyle. We approach financial planning in a very scientific, data-driven way. We use a cash-flow based financial planning process to determine the best course of action you should take. When determining the different possible outcomes, we rely heavily on comparing different possible scenarios.
Problem Solvers: Questions We Can Help Answer
5 Stages of Financial Life
A comprehensive financial plan should be at the core of any long-term investment plan. Whether it’s generating retirement income, transferring wealth, or leaving a charitable legacy, your goals come first. Investing isn’t only about growing your portfolio. It’s also about aligning your portfolio with your specific life goals.
Financial Planning Process
The Financial Planning Process is a four-step process that is designed to get you on-track. Our goal is to not only show you the path to financial success, but to also act as a guide to help you achieve it.