Our Process

Let’s Go a Little Deeper…

Our firm specializes in helping clients to build wealth and reduce the overall risk for client’s that are looking for sensible advice with a genuine care and concern for each individual well-being. Our ultimate goal is to build confidence within our clients and community to know they each CAN accomplish their financial aspirations and goals either by our education or faith and trust in our abilities to get them there, or both. We accomplish this with our six-step process:

  1. Discovery is the first and most important step in our process. Discovery involves an in-depth conversation to document your current financial situation and, more importantly, your financial goals so that we can embark on our financial journey together with clear expectations.

  2. Establishing your goals and objectives is the foundation of a financial plan and the beginning of the path towards financial confidence.

  3. Analyzing your financial situation is the strategy that involves thoughtful consideration and documentation of the steps we need to follow to achieve your financial goals custom-tailored for you in the most efficient and risk-appropriate manner possible.

  4. Developing and presenting your financial plan. Using our professional industry knowledge, coupled with some of the most powerful financial tools in the industry, we create, document, and explain a financial plan that helps us paint a word picture of what your goals and objectives look like in simple terms.

  5. Implementation is the practice and performance of the what, how, why, and when we implement your custom-tailored investment strategy to meet your goals.

  6. Monitoring and Adjusting is where we make observations and continue to tailor your strategy to meet your needs in an ever-changing global economic environment. We are committed to communicating with you regularly and to making timely adjustments to your investments when necessary.

Financial Planning Process 6steps.jpg


what is our passion

Why do we do what we do, you may ask. Simple, we have a passion to educate those about finance and money that would otherwise not have the opportunity or patience to learn. During most of my childhood, I grew up on the less fortunate side of finance. This experience has motivated me to help others to not experience that feeling and ensure they can maintain their lifestyle well into retirement and leave a legacy. We want to share our journey with those that think they can’t become successful in what they are passionate about and motivate them to achieve their goals. We want to eradicate the need for government subsidies for hard-working, honest and intelligent people by educating those that want to learn and rise to the challenge. We aspire to giving back to our communities in many ways; by providing complimentary financial advice whenever possible to our youth and less fortunate, volunteering our time and resources to local organizations for the betterment of each family and business in our community. We shop and buy local to help our businesses and communities grow and thrive. The majority of us at Oculus have served our country, now it is time for us to serve you. 

Become a member of the oculus family

If you would like to become a part of our family, please fill out the form below and we will get back to you right away.

Name *