- Learn about who you are & why you are interested in meeting with Oakbridge
- Discuss goals/objectives & tolerance for market risk
- Ask questions & gather financial information
- Discuss Oakbridge Investment Philosophy
- Present & discuss your personalized Financial Review
- Present & discuss your Investment Policy Statement including a recommended portfolio and asset allocation
- Answer questions and make any appropriate edits to plan or portfolio
- Welcome to the OBP family!
- Sign appropriate paperwork for Oakbridge & Charles Schwab to open accounts, transfer accounts, setup web access, etc.
- Discuss & review any open items
- What to expect:
- Your Personal CFO
- Ongoing communication & service from Oakbridge
- Monthly statements from Schwab
- Quarterly Report Package from Oakbridge