Our A.C.T.I.O.N. plan for pursuing your goals

We have a well-established process in place that’s designed to deliver a personalized and holistic family financial plan for pursuing the future you envision.

We will be accountable to you in our discovery process as we ask open-ended questions and anticipate honest and meaningful answers from you.

After our initial discovery process, we will take time to analyze your current situation and then coach you and your family to develop a lifetime financial plan.

The professionals at Oak Knoll offer a team-designed approach to holistic planning that includes your cash flow, tax analysis and insurance analysis. This approach ultimately leads to the design of a plan tailored specifically for you and your family.

After you have had time to consider our suggestions and approach, we’ll present to you an appropriate investment plan that will be the foundation of your future financially related decisions.

Once in place, our team will work with you to organize implementation of your plan over the next few months or even years.

Finally, due to never-ending life events, we will assist you in managing your plan to ensure it is meeting not only your needs but those of future generations of your family as well.

Choosing the right team to serve as your trusted partner is essential for your financial independence and well-being.
Stephen J. Francis, CFP®, Financial Advisor, Branch Manager