We constructed Oakview to be personally liable at all times when giving advice, therefore we have a legal responsibility to act in your best interest. A CERTIFIED FINANCIAL PLANNER certification is the standard of excellence in financial planning. Only 25% of all financial advisors in the industry hold a CFP title.
Rachel and Shawn are a high-income family and have had to pay a great deal in taxes in previous years. They also like to give back to their community in several ways. Mark graduated from college 6 years ago and is earning a high income as an engineer.
Rachel and Shawn are a high-income family and have had to pay a great deal in taxes in previous years. They also like to give back to their community in several ways. Mark graduated from college 6 years ago and is earning a high income as an engineer.
Services
With over 10 years of industry experience, Oakview Wealth solutions brings a diverse position of knowledge and a steadfast set of values to each client's experience, aligning their services with your vision. As a fee-only independent planning firm, Oakview Wealth Solutions does not accept commissions, referral fees, or compensation from other sources, resulting in unbiased planning and advice.
It's not about how much money you make. It's about how much money you keep, how hard it works for you, and how many generations you can keep it for. Whether you are just starting out, in the middle of your career, or gearing up for retirement, having a plan will make each phase less stressful and more enjoyable.
While we focus on families most often, we have a great deal of experience working with clients in all phases of life. Including retirement planning for those who have already or are close to retiring, Social Security and Medicare advice, and even budgeting for young & mid-aged professionals. We have some clients that have been together for years but never married, clients that are married but do not have children, and clients who are single.
It will help for you to be able to see and use the spreadsheet as you watch the videos below. In this first video we walk through the functions of the spreadsheet and how to input all of your monthly expenses. The second video dives deeper into the spreadsheet and the powerful calculators that will help you see the long-term impact of the decisions you make today.
It will help for you to be able to see and use the spreadsheet as you watch the video below. And this is a Sir Mix-a-Lot sized but. Over the years I've found a big problem with this method. Most people have no idea what they actually want to spend their guilt-free money on. This is where a Values Based Budget can really help.
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