Guiding you toward financial freedom.
Oleada (Oh leh ah dah) is a Spanish word that means wave, it’s used when something stronger is happening; a surge, a tidal wave or when it’s wavy. Our intention at Oleada Financial is to cause waves in an industry that needs change. We are heavily focused on empowering women, people from diverse communities and allies. We understand that life is not linear, with a strong financial plan our clients can ride the waves of change with more grace and ease.
Our Services
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Discovery
During our first meeting, we'll explore what's important to you and your family, your goals, and your current finances. We'll discuss our tailored approach and how it fits your needs, ensuring our philosophies align and addressing your expectations. We'll listen closely to understand your needs and how we can assist you. You'll discover how Oleada Financial can enhance your life.
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Strategy & Investment Management
In this stage, our goal is to create a long-term financial and investment plan tailored to your needs. We'll assess your current holdings and outline the future plan. We emphasize education and comprehension for informed decisions. We'll ensure you understand your assets and their purpose, recommend a strategy aligned with your goals, and confirm your comfort with the plan. Our aim is to prepare you for upcoming changes.
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Risk Management
Our insurance review covers all types, including business insurance. We'll go through your current policies, ensuring you grasp every detail. We can explore alternative options to suit your unique needs and ensure your beneficiaries align with your estate plan and legacy wishes. Oleada Financial also provides non-traditional insurance plans where suitable.
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Retirement
We'll create a tailored retirement plan to match your needs and dreams, adjusting it as you progress through life. Regular updates to your retirement income will keep you informed as your wealth grows. Our aim is to make your journey to retirement smoother and more efficient, helping you achieve your goals with confidence.
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Estate & Trust
In this phase, we'll go through your estate plan documents as needed. If you don't have any, we'll explore available options together. Understanding these documents is crucial to ensure your legacy reflects your wishes. We'll also ensure your plan aligns with your investments and insurance. At times, we may involve an estate planning attorney to make adjustments for a comprehensive plan tailored to you.
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Tax Planning & Mitigation
Ensuring clear communication regarding your tax situation is essential for long-term financial planning. Whether you're currently working with a CPA/accountant or considering our services, our priority is to guide you towards achieving your financial goals with confidence and security.
