Financial Planning
"A goal without a plan is just a wish." - Antoine de Saint-Exupery
Why should I have a financial plan?
A financial plan helps you set and prioritize your goals, whether it’s something short-term like buying a car or long-term like saving for retirement. It gives you a clear roadmap, keeping you focused and avoiding distractions and impulsive spending. Knowing you have a plan to tackle your financial goals and handle any challenges brings peace of mind and less stress about the future. Plus, it lets you adjust your strategies as life changes, so you stay on track to meet your goals.
Basic
One-Time Fee Starting at:
$1,500
+$250 per hour of additional services
Services:
- Comprehensive Client Introduction
- Detailed Goal Setting
- Cash Flow Analysis
- Detailed Net Worth Statement
- Review Workplace Benefits
- Personal Financial Planning Website
- Debt Management
- Retirement, Education, and Tax Planning
- Detailed Action Steps
- Annual Meeting with Initial 6-month Evaluation
- Comprehensive Insurance Review
Intermediate
One-Time Fee Starting at:
$3,000
Services:
- Comprehensive Client Introduction
- Detailed Goal Setting
- Cash Flow Analysis
- Detailed Net Worth Statement
- Review Workplace Benefits
- Personal Financial Planning Website
- Health Insurance Planning for Retirement or Self Employment
- Debt Management
- Coordination with Other Professionals
- Custom Investment Strategy
- Advanced Retirement, Education, and Tax Planning
- Employee Stock Option Planning
- Detailed Action Steps
- Quarterly Meetings
- Comprehensive Insurance Review
Advanced
One-Time Fee Starting at:
$5,000
Framework Plan
+ Constructing the Masterpiece
Services:
- Same Benefits as Intermediate Plan
- Donor Advised Giving
- Business Planning
- Cash Flow Management
- Succession Planning
- Strategies for Business Related Risks
- Debt-Leveraging
- Quarterly Meetings
- Comprehensive Insurance Review
*The fees above are solely for the services outlined above and do not include any commissions that might be generated or other fees that may be incurred upon implementation by Client of any securities, investment product or insurance recommendations.
Every client's situation is unique, but here are a few examples of the diverse range of clients that Oklahoma Financial Center has assisted, from young professionals and dentists to real estate investors and small business owners.
A young professional seeking assistance with saving for a home purchase, paying off student debt, selecting benefits at a new job, investing assets, creating estate plan, starting a family, etc. may pay $1,500.
A young dentist seeking contractual help, student loan repayment plan, risk management, and looking to start a practice in the future could pay $2,000.
A real estate investor/builder who is seeking comprehensive tax planning, retirement projections including their real estate portfolio, education planning for their kids, debt reduction strategies, and help starting a retirement plan may pay $3,000.
Small business owner needing assistance on personal and business tax planning, employee benefit planning, succession planning, and overall business consulting might pay $5,000.