PART 2: PUTTING GOALS INTO ACTION STEPS

At Oak Tree Advisory Services, Inc., we do not sell products, we do not take commissions, and we do not take management fees. We are paid for our time to represent you. We work to be the neutral observer – the referee on the field that can call the action based your needs.

To move forward requires accountability – someone that is checking in with you and helping you evaluate your progress.

A quote by Thomas Monson that we share with our clients: “When performance is measured, performance improves. When performance is measured and reported, the rate of improvement accelerates.”

We offer that “return and report” aspect of planning for those clients that want a coach at their side. We do not take over. We observe and comment. You are the one on the field. We teach you about delegation and control.

Part of your Lifetime Goals will include managing risk to protect your goals, tax planning to maximize income and take advantage of opportunities, cash management, estate planning, and investment management, called Portfolio Design.

Portfolio Design and financial planning are not a perfect science. Markets go up and down. It is probable that you will experience losses and gains along the way. The goal is to build a long-term plan that can ride through negative markets. The objective is to reach long-term outcomes.

Our approach to goal and portfolio planning is to find an approach that moves a client forward with a risk exposure that meets the needs of a client.

Call us to talk about your planning needs. In Carlsbad and North County, call us at 760.439.5616 or 760.518.5616.

 
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