OUR PROCESS
Aligning Your Wealth with Your Dreams and Values
You are unique and your financial plan should reflect that. Our process is designed to help us get to know you as an individual so we can bring together all the pieces of your financial life and construct a plan that blends your unique circumstances with your values and goals. We're to help you pursue financial independence with planning based on your desires for a life and legacy full of meaning and purpose.
Wealth Management Menu Of Services 
Financial Planning
By taking a holistic view, we help clients sustain long-term financial health and pursue multifaceted goals that reflect what matters most to them.
Investment Management
Tailored strategies backed by fiduciary guidance address a wide range of investment needs with timely portfolio solutions.
FINANCIAL PLANNING & CONSULTING SOLUTIONS
Essential
Designed for wealth-builders seeking financial clarity and growth
Meetings: Annual Review
Essential
- Goal Planning
- Risk Tolerance Rating
- Portfolio Strategies
- Budget, Debt, & Savings
- Life & LTC Insurance Needs Analysis
- Basic Estate Plan Review
- Portfolio Gain/Loss Review
Initial Plan: $2,500+
6-Month Engagement
Comprehensive
A comprehensive financial review process that identifies key priorities and opportunities
Meetings: Review 2×/Year
Essential+
- Large Purchases & Financing
- Retirement Outlook & Optimization
- RMDs & Withdrawal Strategies
- Education & Family Wealth Planning
- Estate & Philanthropy Analysis
- Simple Tax Planning
- Small Business Planning
Initial Plan: $4,500+
12-Month Engagement
Advanced
Establish control over your financial life and strategically build your legacy
Meetings: Review As Needed
Comprehensive+
- Complex Portfolio Strategies
- Advanced Strategies Cash Flow Analysis
- Specialized Family Needs Strategies
- Advanced Estate & Philanthropy Strategies
- Complex Income Tax Strategies
- Advanced Business Strategies
Initial Plan: $6,500+
18-Month Engagement
Customized Engagements Starting at $350 per hour
We offer tailored consulting solutions designed to address the distinct needs of individuals and families with complex or specialized financial objectives.
ONGOING FINANCIAL PLAN RENEWALS
Starting at $1,250+ per year after initial plan engagement
We offer continued financial planning services to assist with the implementation, monitoring, and ongoing management of your plan with continued plan updates and point-in-time advice.
*Financial plans expire if they are not renewed. Plan renewal costs may be re-assessed for any circumstantial events that require additional time commitment and analysis. Plan renewal costs may be waived with investment management commitment.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC
Our Approach
We take a holistic approach to your financial journey, looking at every aspect of your financial life to create your ideal plan.
Contact Us
Meet your personal One Tree Wealth Management advisor to learn how you can take charge of your financial journey.