1. Acquaint

In an initial conversation, you’ll share more with us about your needs and goals. We will then walk you through our approach and how we can help. This is an opportunity for both of us to see if we’d make a good fit.
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2. Discover

If we decide to move forward, this second phase will focus on learning all about your story and your circumstances. Then, together we’ll define the short-term priorities and long-term goals you’d like to achieve through your financial strategy.

3. Recommend

After developing recommendations, we’ll meet to go through your plan. We’ll talk about your different options and opportunities before collaborating to finalize the details of your plan.

4.  Monitor

We’ll put your plan into place, creating any necessary accounts and setting up the foundation of your strategy. Throughout the year, Olive Tree will be carefully overseeing your strategy, and we’ll meet regularly to update your plan as need be.