Otium Financial Planners
"Live A Full Life"

Our Process

Discovery

During our first meeting, we ask you to tell us your story. We listen carefully as you describe your financial situation and what you hope to accomplish through planning. We want to know where you would like to be when you reach retirement, and we want you to know how we can help you get there.

Analysis and Development

We analyze all of the data we have gathered during discovery and present you with a goal-oriented, computer-generated financial plan during our second meeting. We walk you through the plan and answer any questions you may have. At this point, you make the decision whether to move forward.

Implementation

We analyze all of the data we have gathered during discovery and present you with a goal-oriented, computer-generated financial plan during our second meeting. We walk you through the plan and answer any questions you may have. At this point, you make the decision whether to move forward.

Monitoring

Once your financial plan is in action, we continue to monitor your investments and how you are tracking against your goals. During our annual meeting, we discuss your progress and make any adjustments necessary to keep you aligned with your financial plan