FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Oak City Financial offers several financial planning services: Ongoing Financial Planning: Comprehensive support covering areas like tax planning, investment analysis, and debt reduction. Costs start at $260/month for individuals and $375/month for families. "DIY" Financial Planning Package: A structured, three-meeting process for those who want to implement their plan independently. Prices begin at $1,050 for individuals and $1,500 for families. "How Am I Doing?" Meetings: Two one-hour sessions to review and optimize your financial situation, starting at $350 for individuals and $500 for families.
- What is your typical process for working with a new customer?
The First S.T.E.P.P. process at Oak City Financial is a FREE initial consultation designed to guide potential clients through the initial stages of financial planning. It begins with a Schedule Introduction Call to assess needs, followed by a Thorough Assessment Questionnaire to gather detailed financial data. Next, an Evaluation is conducted, and results are presented to the client. Finally, clients are given time to Process the Information before deciding to proceed.
- What education and/or training do you have that relates to your work?
- Over a decade of experience in financial services - FINRA Series 6 Securities License - FINRA Series 63 Securities License - Life & Health Insurance License