Oswego Wealth Management was founded on the principle that our clients’ interests always come first. Building on this tradition, we are proud to be at the forefront of integrating life planning with financial planning through The Blueprint Process™.
Oswego Wealth Management offers The Blueprint Process™ to work closely with our clients and create their personalized Financial Life Plan.
The Blueprint Process™ includes five key steps:
1. Explore—In our first meeting, we will get better acquainted and learn about each other so we can work as a strong team. You’ll then understand more about us and we’ll be better prepared to guide and advise you in creating your unique Financial Life Blueprint Plan™.
2. Engage—We will look at your life’s essential elements such as family, causes that matter to you and the kind of life you’ve dreamed of living. We’ll help identify your core values and clarify your priorities as a solid foundation for your Blueprint Retirement.
3. Envision—We will guide you in creating a vision for your ideal life, all based on your values and priorities. We’ll set goals and discuss options for upcoming life transitions and changes.
4. Enlighten—We’ll review and clarify your vision and present our recommendations for the Financial Life Blueprint Plan.
5. Empower—Now is the time to implement your Blueprint Plan™, bringing together all the important decisions and choices we’ve talked about during our process. We will then have quarterly meetings to review tax considerations, asset allocation and estate plans. Through this ongoing planning, we will continue to evolve your Financial Life Blueprint Plan to support your life vision.
Call us today at 503-342-2249 to set a no-obligation meeting. We welcome this opportunity to explore the freedom of Financial Life Planning with your own Blueprint Process™.
For a list of states in which we are registered to do business, please visit www.oswegowealth.com.
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Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org and www.sipc.org Investment advice offered through Oswego Wealth Management, a registered investment advisor and separate entity from LPL Financial. www.finra.org and www.sipc.org
