Through our process-driven, holistic approach, Olewine Financial Group is able to offer our clients proven strategies effective for establishing and growing personal wealth.
STEP ONE - We hold an initial meeting with clients to determine what their financial goals are, and whether or not working together would be a good fit.
STEP TWO - Once it has been decided that we should move forward we collect all information pertaining to the client’s current financial situation.
STEP THREE - After reviewing the client’s current financial situation, we then decide which strategies would be most effective, based on the client’s goals.
STEP FOUR - We will then present the client with strategies that best meet their goals, and allow the client to decide which path is most comfortable to them.
STEP FIVE - We implement the plan, and follow up with constant monitoring and periodic review.