Planning your wealth on your terms.
Even the best financial plans and most experienced investors can’t always predict the complexities of life. That’s why Oppenheimer and our Financial Professionals help you develop a financial plan that can meet your needs today and prepare for changes, both large and small, down the road.
Our financial planning process is holistic and designed to identify your unique, individual needs. We will help guide you through an examination of your short- and long-term financial objectives to uncover opportunities to grow your wealth and manage risk. From there, we help build a personalized financial plan that will clarify and add structure to your financial life.
This is arguably the most important step. Your Financial Professional helps you define your financial goals and objectives by collecting necessary information and insights from you.
Using the variety of resources, tools, and methodologies across the Firm, your Financial Professional will present your personal financial plan: a printed document that can serve as an easy reference manual for you and your family.
Together, you and your Financial Professional will lay out the next steps to begin implementing your financial plan. This may include updates to your investment portfolio, insurance coverage, estate planning documents, and more.
Just as life changes, so does your financial plan. We will remain engaged and check in with you periodically to ensure your financial plan is up to date, and will recommend adjustments as your financial status and needs change.