Let’s Fix Your Financial Planning
In 30 minutes, we'll analyze what needs to change to optimize your income,
reduce taxes, and invest prudently for a worry-free retirement.
Three Oaks Capital Management, LLC DBA Three Oaks Wealth is a Registered Investment Adviser in the states of Oregon and California. The information on this website is intended only for United States residents, and is for informational use only. It is not intended to be personalized. Prior to any advisory work conducted outside these states, Three Oaks Wealth would become registered in that jurisdiction or qualify for an exemption or exclusion to registration.
ABOUT THREE OAKS WEALTH
Get Started On Your Financial Plan
Our Approach
Fix Your Financials
Before making any plans, we want to figure out your current financial situation so we have a shared understanding of what to fix first.
Optimize Your Bucket List
Let’s define your bucket list so we know you prioritize in life, and then work toward your long-term goals.
Execute Effortlessly
Build a financial plan that helps you make consistently smart decisions and guides you toward effortless success.
Enjoy the Ride
Kick your feet up, live your best life, and let your money do the work for you.
Our Process
Our service model is engineered to provide an understanding of your financial life today,
explore your immediate & longer-term objectives, and develop an action plan to achieve them.
STEP 1
Assessment
We’ll review your personal situation and come prepared to the Introductory Call.
STEP 2
Introductory Call
On the call, we’ll discuss what’s on your mind and what your options are.
STEP 3
Plan Presentation
If we’re a good fit, we can develop your financial plan together.
Answering Your Key Questions
No. The process described above, including a one-page financial plan, is offered free of charge to anyone who may be a good fit for our services. If you’re not, we’ll gladly introduce you to a firm better suited for your needs.
No. We have a minimum annual fee that depends on the complexity of your situation.
If you decide to hire us for help implementing your financial plan, we have a flat annual fee for financial planning services. The amount is based on the complexity of your situation. Our current minimum is $5,000 per year.
Feel free to share anything you’d like when booking your call, but there’s no need to prepare specific documents just yet.
We take a team approach at Three Oaks Wealth. You’ll be assigned a lead advisor you’re comfortable with as your primary point of contact and have interactions with our other associates and team members along the way.
It’s up to you! We’d love to see you in the office if you’re in the Sacramento area. If not, we're happy to host a Zoom call. Geography is not a limitation as long as you’re a U.S. citizen.
We do our best work with people seeking the objective, ongoing help of a professional team. Typically our clients are approaching retirement and/or business owners, but we're not exclusive to these profiles.
Get Started On Your Plan Today
The best time to plant a tree was 20 years ago.The second best time is right now.
Get started by booking a 30-minute introductory call.