2301 Sun Valley Drive
Financial Planning Process
At One Tree Hill Investment Advisors, we see the financial planning process as an opportunity to make a difference in your life — to give you financial confidence and help you make smart choices today that we believe will pay you back many times over.
Whether your goal is preparing for retirement, optimizing investment tax strategies, saving for college, or preserving your legacy for the next generation, our personalized 3 step goals-based planning approach called “DSI” will help bring clarity to your long-range financial objectives.
We break the DSI Process into three distinct meetings:
If you’re ready to talk about ways to manage your wealth, reduce your investment anxieties, and work toward your best retirement, contact us today for a no-obligation consultation. You worked hard for your money. Let One Tree Hill become your retirement planning partner.
All Investing involves risk including loss of principal. No strategy assures success or protects against loss.
The following documents will be needed for the purpose of study and analysis to prepare a personal financial plan for you:
Keep track of your monthly and annual spending with our income and expenses document:
Identify what's important to you and develop ideas for your dream retirement with our retirement dreamcasting worksheet: