Oleada Pathway
Your pursuit of generational wealth begins with a framework for success. No matter your definition of generational wealth, we will be there every step of the way. Our financial planning process helps us to understand you, your passions, goals needs, and wants. From there, we develop a personalized financial plan that adapts and changes as you progress through life.
Discovery & Visioning
We will invest the effort to truly understand you and your individual circumstances. You won't just be another statistic to us – we grasp the essence of who you are and what liberation means to you.
Fact Finding & Data Gathering
We prioritize creating a nurturing and empowering environment where your unique financial goals and aspirations take center stage. Together, we collaborate to consolidate all your information into one comprehensive platform, supported by cutting-edge financial planning software.
Analysis Phase
A comprehensive look at your life and finances will help reveal where your priorities are and what changes can be made to get you closer to your version of freedom.
Personalized Recommendations & Tailored Plan
Once we've grasped all your financial and non-financial assets, we craft a tailored wealth plan - your roadmap to achieving your goals. We'll meet to ensure this plan perfectly aligns with your vision.
Plan Implementation
The process doesn’t end with the creation of your personalized plan. Your plan is consistently monitored and adjusted as life changes to help ensure your path to freedom stays clear and unobstructed.
Regular Review Meetings
Early retirement? European vacation? No matter what your idea of financial freedom is, we will meet with you annually to develop a personalized wealth plan to help you pursue your goals.