We want to be the lead advisor in all your financial matters. To do that, we take a comprehensive and proactive approach to your personal financial plan and wealth management strategy.
Through a structured approach and by listening intently to what is most important to you we will work closely with you to develop and prioritize your goals, analyze your strengths and weaknesses, and propose specifically tailored solutions to help meet your needs in the most efficient manner possible. Once we have created the blueprint for your financial plan we will continue to work with you to implement and adjust the plan as necessary.
Why Are We Different?
Complete Autonomy
The only decisions we make are ones that move the needle and get you closer to your goals. No brokers, no employers. Our independence means that you can reach your goals faster and keep more money in your pocket.
Education Is The Foundation
It’s our job to know what’s going on in the economy and to develop sound investment strategies on your behalf. To do this, we are constantly reading, researching and leveraging various tech tools to make sure we’re doing what’s right by you. At Opulen Financial Group, continued education is paramount. As such, you’ll be working with an individual who is a Certified Financial Planner professional and a Chartered Financial Analyst Charterholder. That’s how you know you’re in good hands.
Technology Today, Not Tomorrow
We’re a small firm. When new tools become available that aid in the financial planning process and are advantageous to our clients, we use them. When you work with Opulen Financial Group, expect to be on the forefront of technology for decades to come.
Our Process
Initial Consult
In our initial meeting, we’ll get to know each other and discuss how Opulen Financial Group may be of help to you. We will also learn about your goals, hopes, dreams, and aspirations. This meeting should give you a sense as to whether or not we’d be a good fit for you and your family.
Fact-Finding
In our second meeting, we’ll conduct a fact-finding session in which we’ll take a deep dive into your financials, outline specific goals, and discuss some preliminary planning ideas.
Roadmap & Implementation
In our third meeting, we’ll present to you a variety of solutions in which include the specific steps that you need to take in order to meet your goals.
Quarterly Reviews
Each quarter we’ll sit down with you to review your progress and make any necessary adjustments. Life is not linear, so we value this time to adjust for life’s inevitabilities and correct course if necessary.
Can’t meet in person? Not a problem! We’ve got clients across the country, and we’re happy to hold virtual meetings so that you can carry on with what’s most important in your life.