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Our Approach hero image

Our Approach

 

Planning Is A Process

We believe that sound financial planning is an ongoing process – not a one-time solution.  Our service model is designed to help explore what you want from your life & career, and need from your resources to be happy and content.  Below you'll find more details about our process and core planning philosophies.

Our Approach

Confidence In Advanced Planning

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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

Live life on your own terms, with the peace of mind that your finances are best positioned for your ideal future.

Our Philosophy

Standards Of Care

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Integrity

We believe integrity is everything, and strive to earn trust through strong character and values.

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Diligence

Our recommendations & services are based on rigorous & thoughtful analysis of your situation.

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Fiduciary

We operate as fiduciaries to all our clients 100% of the time.

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Simplicity

We seek to communicate even the most complex strategies in an easy to understand way.

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Communication

We say what we do and do what we say.  Period.

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.

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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.  Along with your responses to our intake questions, we’ll then review and analyze everything while building a customized one-page financial plan.

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.  We believe a client and provider relationship should be natural and we don’t believe in hard sells.

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

Get Organized

Worthwhile achievements start with a plan.
Schedule an introductory call today to get started on yours.

Schedule a free introductory call

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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.

*Tax preparation, accounting and bookkeeping services offered through Three Oaks Tax, Inc., an affiliate company.

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