+ I’d like to learn more, what are the next steps?
+ Who is your typical client?
+ Who is NOT a good fit for Great Oak Wealth Management?
+ Do I have to come to your office?
+ What is the cost for the initial meeting?
+ What is the CFP® designation?
+ Do you accept clients outside of Pennsylvania?
+ What does fee-only mean?
+ Speaking of fees, how much are your services?
+ What is your investment philosophy?
+ Why choose you as my financial advisor?
There are many reasons why you should choose to work with us, but here are just a few to get you started:
We’re fee-only, which means we work for you, not a big corporation or mutual fund company. We’re CERTIFIED FINANCIAL PLANNERS™, which means we have education, experience, qualifications, and abide by a strict ethical standard.
We take the long-term, work in progress approach. Rome wasn’t built in a day; getting your financial life in order should – and will – take time, and it’s a never-ending process. Your needs change, laws change, the economic landscape changes. The financial plan you implement in your twenties or thirties surely won’t be the one you are using in your fifties or sixties. Updating, adjusting, tweaking… whatever you want to call it, it’s vital for your long-term financial success.
Communication is at the heart of everything we do. Many advisors overlook this vital aspect, but this is what sets us apart from the crowd. We will email, call, meet, text; whatever it takes to keep you updated and in the loop. This is a team effort, and we’ll be here cheering you on every step of the way.
+ Do I need a minimum amount to work with you?