Working with us
The Partnering Process
Setting Expectations
A Clear Roadmap for How We Work Together
We call our approach The Partnering Process℠ because it reflects the long-term partnership approach we take when working with you. We created The Partnering Process℠ to help us collaborate with you better and to assist you in achieving your financial goals.
The Partnering Process℠ follows a systematic approach to delivering personalized financial planning and investment advice to you. It consists of three phases: Planning, Implementation and Review.
new client onboarding
Before Our Engagement
Before entering into a formal engagement, we'll set up a free, no-pressure “get acquainted” meeting with you, giving you the opportunity to determine if our services are a good fit for your needs. If you like what you hear, we will schedule Meeting #1 with you and begin the Planning Phase.
Below is an overview of what you can expect from each phase of our Partnering ProcessSM.
The Power of a clear plan
Planning Phase
All of our 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.
At the end of the Planning Phase, we deliver The Financial Wellcheck℠, a proprietary tool that provides you with our roadmap to follow in achieving your financial goals.
Steps in the Planning Phase of our Partnering Process℠
Step |
Who |
Your Time |
Meeting #1
|
Client & Oxford | 1/2 Hour |
Data Gathering
Goals analyzed, recommendations developed Establish account links via the Personal Financial Portal℠
|
Client | 2 Hours |
Plan Development
Goals analyzed, recommendations developed
|
Oxford | None |
Meeting #2
The Financial Wellcheck℠ Presentation
Detailed roadmap to achieving your goals • Estate planning
|
Oxford & Client | 1 Hour |
putting your plan to work
The Implementation Phase
The Implementation Phase begins immediately after delivery of The Financial Wellcheck℠. At this stage, most clients choose to engage us for ongoing portfolio management to align their investments with their financial goals. New accounts can be established and funded quickly. Existing accounts are generally transferred within 1-2 weeks. You may choose to retain us to implement the recommendations and review and report on your progress over time, or you are free to implement the recommendations on your own.
Oxford will not accept Investment Advisory Agreement clients who have not first completed the Planning Phase of our Partnering Process℠.
Steps in the Implementation Phase of the Partnering Process℠
Step |
Who |
Your Time |
Meeting #3
|
Client & Oxford | 1/2 Hour |
Account Setup
Open accounts
|
Client | 2 Hours |
keeping everything on track
Review Phase
Each year, we schedule a meeting to chat about your financial progress and get feedback on any changes that may impact your retirement plans.
Curious about how your portfolio is performing? Clients utilizing our investment Advisory services receive monthly position statements and quarterly performance reports on their accounts. And, your total financial picture is always available online through the Personal Financial Portal℠, 24 hours a day, 7 days a week, 365 days a year.
Steps in the Review Phase of the Partnering Process℠
Step |
Who |
Your Time |
Interim Review
Check progress toward goals
|
Client & Oxford | As Needed |
Annual Review
Revisit goals
|
Client & Oxford | 1 Hour Per Year |
Learn How Oxford Financial Partners Can Help You
Schedule a free, no-pressure get acquainted meeting today.
Comprehensive Financial Planning
Our Services
Financial Planning
Receive a comprehensive view of your financial situation and a detailed financial plan for reaching your goals.
Investment Management
Our Investment Management services are perfect for those who want active investment portfolio management to achieve their specific investment objectives.
Estate Planning
Oxford’s Estate Planning can handle the bequest of assets to heirs, settlement of estate taxes and more.
Insurance Planning
Our Insurance Planning services are a critical risk management component of any comprehensive financial plan.
Tax Planning
Oxford’s Tax Planning services can work in tandem with your financial plan to ensure that you are as tax efficient as possible.