Financial Checkup

Workshop 60 Min
$250
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How do I get started?
Where do I invest my money?
How do I know if I am on track for my goals?

This session is designed for people who are just getting started or are in their mid-career. It’s hard to know where to start. It can be overwhelming to figure out if you’re doing the right things. An Oak Road Wealth financial advisor can help you whether you’re just getting started or if you’ve been saving awhile and just want to make sure you’re on track.

What to expect.

Tell us a little about you so we can prepare and so you get the most out of our session

An up to 1 hour phone call with one of our financial advisors

A follow-up email with a recap of our discussion and next steps for you

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