Connected Customization:
The Oak Maple Difference
Heart-Centered Connection for a Customized Financial Plan.
At Oak Maple, our fiduciary, heart-centered approach means letting go of “one plan fits most” advice. We know that there is only one you, with a distinct identity stemming from your unique blend of life experiences, desires and values. That’s why our financial planning process begins with making a personal connection. We get to know you—from the driving forces that get you out of bed in the morning, to the daily accomplishments that help you get a good night’s sleep.
Our process is simple
You talk. We listen. You get financial guidance customized to your specific needs because we know that life is better when your financial plan fits you.
The first step to great advice is better listening. Taking a heart-centered approach in a financial space may be untraditional. But at Oak Maple, we believe that personal connection and dedicated listening leads to better financial advice. Our partnership begins with your initial contact, but we intend it to last a lifetime.
Connected Customization
The typical financial advising approach looks like a pyramid, with financial advice at the base, and a little bit of relationship at the tip.
The Oak Maple process of Connected Customization is more like sugaring. We like to flip the pyramid and think of our process as a funnel. We start by collecting as much information as possible, from the financial to the personal. Then we work closely with you, filtering out anything that doesn’t serve your best interests, until we arrive at a plan that’s a distillation of what you need to nourish your future growth.
Our Process
1/ Connecting
2/ Gathering
3/ Distilling
4/ Growing