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Gain Confidence Through Advanced Planning hero image

Gain Confidence Through
Advanced Planning

PLANNING IS A PROCESS. INDEPENDENCE IS A DESTINATION.

Schedule a free introductory meeting

Get Started Creating Value
And Long-Term Wealth

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Organize

Get your financial life in order and gain a shared understanding of what success looks like to you.

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Optimize

Assess strengths & vulnerabilities, and develop a strategy to reach your long term objectives.

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Execute

Consistently make smart decisions and avoid pitfalls along your personal path to success.

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Enjoy

Consistently make smart decisions and avoid pitfalls along your personal path to success.

Experience Security Through
The Advanced Planning Process

We build a custom process around an understanding of your financial life today, exploring your
immediate & longer-term objectives, and developing an action plan to achieve them.

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STEP 1
Introductory Meeting

Before committing a significant amount of our time or yours, this 30-minute call will give us a chance to make sure your situation matches our expertise. The call is complimentary, and nothing will be offered for sale. We will use the time to get to know one another and determine whether it makes sense for us to create a free one-page financial plan.

Schedule introductory call

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STEP 2
Our Analysis

We'll ask for a few basic documents like your tax return and account statements for review & analysis. We'll then build a customized one-page financial plan based on your financial information and your responses to our intake questions.

Schedule introductory call

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STEP 3
Plan Presentation

We meet for 60-minutes to present your one-page financial plan and explain, very clearly, what you need to do to reach your financial objectives. These recommendations and high-level guidance will encapsulate your complete financial situation and provide direction toward building, growing, and preserving your wealth.

Schedule introductory call

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STEP 4
Decision Time

We get it — choosing the right financial partner is a big decision. With your one-page financial plan in hand you’ll decide whether to implement the plan yourself, hire another firm for help, or work with us. If you’re comfortable with our approach and believe we’ll provide more value than the fees you’ll pay, we’ll proceed to onboard you as a client.

Schedule introductory call

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STEP 5
Implement and Enjoy

Onboarding as a new client is easy. We’ll gather any additional information we might need, set up a profile for you in our financial planning system, and get to work implementing your plan, together.

Schedule introductory call

Let's Strategize

We believe successful and worthwhile achievements start with a plan.
Schedule an introductory call today to get started on yours.

Schedule a free introductory call

What Does The Future Of Your
Business Venture Look Like?

A Viable Exit Plan
I'm Transitioning into Retirement
My Business Is Growing, But I Don’t Know How Much to Pay Myself
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I'm Looking For Viable Exit Plan

Successfully exiting a business requires careful forethought and execution.  Our process helps structure an exit that yields maximum value for the organization you’ve worked so hard to build, all while minimizing taxes due on the transaction.  We help you evaluate how much you need from a potential sale to fund your financial goals, how to replace the income and benefits your business currently provides, and transition as smoothly as possible into the next phase of your life.

Schedule a free introductory call

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I'm Transitioning into Retirement

Retiring may be the biggest lifestyle and financial adjustment you’ll ever make. Knowing how much you’ll need to live off of for the rest of your life can be a tricky question. We can help you build a viable retirement plan that provides peace of mind for you and your family, and minimizes taxes through income timing, strategic Roth IRA conversions and other strategies. All while optimizing your portfolio in a way that aligns with your objectives.

Schedule a free introductory call

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My Business Is Growing, But I Don’t Know How Much to Pay Myself

Like it or not, when you own a business, your personal and business finances are inextricably linked.  We can help you devise a distribution plan that supports your business and personal goals by incorporating W-2 wages, profit distributions, estimated tax payments, and your household spending needs.  In a tax sensitive manner, of course.

Schedule a free introductory call

Answering Your Key Questions

Do you charge for an initial consultation?

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.

What is the fee structure?

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.

Do I need to prepare anything for our introductory call?

No. If we determine a one-page financial plan is a good next step, we’ll ask for a few basic documents after our call.

Who would I be working with?

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.

Will we meet in person or via videoconference?

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.

Who are your typical clients?

We do our best work with business owners in transition. This is most often the exit of a successful business into retirement, but also includes transitions through various growth phases, purchases of existing businesses, and adjustments in ownership structure.

Get organized. Create a plan.

“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.”

Schedule a free introductory meeting

Not Quite Ready? Stay In Touch.

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Sacramento
2377 Gold Meadow Way
Gold River, CA 95670
(916) 318 4849

Portland
5200 Meadows Road
Lake Oswego, OR 97035
(503) 726 1071

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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.

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