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PLANNING PHASE

All client engagements begin with the Planning Phase. This phase generally takes one to three weeks depending on your availability, and requires just a couple of hours of your time.

The Planning Phase culminates with the delivery of The Financial Wellcheck℠, a proprietary tool that provides you with a roadmap to follow in achieving your financial goals. We present The Financial Wellcheck℠ to you at the end of the initial Planning Phase.

Steps in the Planning Phase of the Partnering Process℠

   
Step Who Your Time

MEETING #1 – KICKOFF MEETING & FORMALIZE RELATIONSHIP

  • Kickoff meeting (in person or remote)
  • Sign Partnering Agreement
Client & Oxford 1/2 Hour

DATA GATHERING

Client 2 Hours

PLAN DEVELOPMENT

  • Goals analyzed, recommendations developed
Oxford None

MEETING #2 – THE FINANCIAL WELLCHECK℠ PRESENTATION

  • Detailed roadmap to achieving your goals
  • Key areas covered: 
    • Estate planning
    • Risk management
    • Goal planning
    • Cash flow management
    • Investment management strategies
    • Alignment of investment portfolio with goals, as appropriate
Client & Oxford 1 Hour