oaktree & associates
understanding you
Do we understand you?
Our first goal is to understand YOU, because managing your wealth means more than just managing your investments. Our next goal is to add value. Our job is to analyze, explain and advise because all our plans are built around your long and short term goals.
Our approach always answers the “Why and Where we are going.” Although our strategies can sometimes be complex, the way we explain them is not.
Our first meeting
We look forward to learning about you and understanding you. Tell us what has worked well for you, also tell us what hasn't so we don't repeat it.
Paint us a vision of what you desire now and in the future, this will better enable us to visualize and build a specific plan for you that meets all your goals and expectations.
Our first goal is to understand YOU
Managing your wealth means more than managing your investments.
A successful wealth plan is preceded by knowing who we are. Why it's important to understand yourself and others is rather easy, but to actually be able to achieve this is very difficult.
Self-awareness and acknowledging your strengths and weaknesses is crucial because it allows you to build your life around them with more intention. In other words, once you’ve determined your strengths, you will tend to work on them and enhance them. The moment you recognize your weaknesses they are no longer that, but they become a goal that you need to overcome in order to improve.
With that being said, understanding yourself means grasping a go-getter attitude towards life, and excelling in it. When it comes to the people and finances, it’s pretty much the same. If you are a better person for yourself, that means you're able to become a better person for your friends and family as well.