Plans That Empower Your Financial Future
Our three-step financial planning process, named O-W-L, is designed to get you organized, streamline opportunities to grow and protect your wealth, and to help you enjoy the lifestyle you want and the legacy you wish to leave.
Financial Planning is a hands-on process that should evolve with your changing circumstances, opportunities, and aspirations in life. Knowing where you want to go and how and when you will get there creates great peace of mind. Understanding your plan will give you the clarity to pursue meaningful experiences in your life and the confidence to chase opportunities that fulfill the promise of your ambitions. We are here to champion your goals with passion and integrity.
The O-W-L Planning Process
O: Organize
Any good plan starts with getting organized. In this first step, we take the time to get to know you and understand your personal and financial circumstances, aspirations, and family dynamics. We will help you identify, quantify, and select which goals in your life to prioritize based on their meaningfulness to you. This is often when we collect information necessary to outline your current financial situation, including income, savings, expenses, assets, liabilities, risk management program, and estate plan.
W: WealthWise Plan
We think details matter when enhancing the potential to grow and protect your wealth. Our recommendations are grounded in experience, crafted with care, and individualized for you. Optimizing your wealth involves implementing personalized savings, investment, and risk management opportunities on your terms. This step in our process is designed to identify planning opportunities that allow you to enjoy the most essential things in life and fulfill your wealth ambitions.
Together, we can implement actionable ideas and strategies to help amplify your ability to achieve what’s most important in your life, personally and professionally.
The key areas we often address in your WealthWise Plan include:
Assemble a personal financial statement that summarizes your assets and liabilities.
Create personalized financial projections for income, savings, expenses, and goals.
Develop financial planning recommendations to enhance your wealth accumulation and protection opportunities.
Prepare a comprehensive review of and recommendations for your investment portfolio to identify areas to optimize its effectiveness for your risk tolerance and circumstances.
L: Life & Legacy
In this third step, we put the recommendations identified in your WealthWise Plan into action in alignment with the goals and aspirations we identified in the Organize step. This is also where we monitor your progress, update you on your success, and adjust as needed. We help you live your WealthWise Plan while keeping your legacy in mind.
Owl Creek Wealth Partners welcomes the opportunity to work collaboratively with your outside advisors in areas such as tax, estate planning, health insurance, life insurance, property and casualty insurance, employment law, business brokers, and investment bankers. We also have an expert network of people who can help if you need recommendations for these services.
In such cases, our firm does not receive any direct or indirect compensation in return for any referrals made to individuals or firms in our professional network. Clients must independently evaluate these firms or individuals before engaging in business with them, and clients have the right to choose any financial professional to conduct business. Individuals and firms in our preferred network of specialists may refer clients to our firm. Clients are not charged more or less for working with these professionals. Our Firm does recognize the fiduciary responsibility to place your interests first and have established policies in this regard to mitigate any conflicts of interest.