CONNECT

Schedule a 90-minute “Get Acquainted” meeting to explore your situation and learn how we can help you.

We will customize a plan that’s designed to help you get more out of your time and money.

Once you decide to get started, we are with you every step of the way.

For many of our clients, the plan is three easy steps:

STEP 1 - EXPLORE

An Initial 90-Minute Meeting

  • About you
  • About One Life Financial Group
  • Customize your plan

An Onboarding Call

  • Meet the team
  • Review cash flow assumptions
  • Gather outstanding documents & information
  • Get Organized Meeting preparation

Values and Vision Meeting

  • Discuss your wealth assessment
  • Discuss your core values
  • Discuss life goals & cash flow assumptions
  • Discuss planning opportunities

*Services beyond the Initial 90-Minute Meeting require an agreement. An Ongoing Services Agreement is required to open and fund accounts. You are under no obligation to engage in ongoing services.

STEP 2 – PLAN

Investment Planning Meeting

  • Open and fund your accounts
  • Develop your financial plan
  • Risk management and investment strategy
  • Social security analysis and plan integration
  • Tax-efficient distribution
  • Discuss implementation

Implementation Meeting

  • Finalize implementation strategy
  • Company retirement plan maintenance (investment research, selection, and rebalancing)
  • Personal IRA, Roth IRA, brokerage, and trust account maintenance
  • Discuss recommended planning maintenance
STEP 3 – THRIVE

Ongoing Wealth Management

  • Investment research and trading
  • Ongoing portfolio monitoring, research, rebalancing, and trading
  • Tax minimization
  • Retirement planning
  • Assess opportunities
  • Goal tracking
  • Life coaching
  • Employer benefits (stock awards, pensions, etc.)
  • Education planning
  • Estate planning
  • Charitable giving
  • Insurance planning
  • Social security benefits
  • Emergency fund strategies
  • Cash flow coaching
  • Account Maintenance
  • Track progress

When is the last time you explored the truth about your time and money?

Take our WEALTH ASSESSMENT or learn about GETTING STARTED.

Retirement planning

*The portfolio maintenance report provides you with recommendations for the percentage of stocks, bonds, and cash to be held within accounts covered under your agreement. It may also include specific recommendations for how to rebalance external accounts such as company retirement plans and education accounts. See your agreement for details.