The Process

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This free 30 minute discussion allows us to describe our services, you the opportunity to ask questions to determine if Ohashi Advisors is right for you

The hour long virtual input meeting begin the client relationship.  Here we gain an understanding of your financial situation, discuss your goals and objectives, and identify strategies that work best of you.

Following the input meeting each client is given a checklist of information to collect and assignments to complete.  Generally this includes uploading some documents to our virtual vault and linking all available accounts in our financial software.  Linking accounts not only allows us to run detailed analytics on your information, but will be the future landing page for you (and us) to follow you progress in meeting your financial goals.

Here we deliver the completed plan which includes a detailed summary of your current state (balance sheet, net worth summary, etc.), the recommendations to obtain your desired goals, and action items the client must take to implement the plan.

We don't just give you an action plan and walk away.  Our ongoing client relationship means that we'll be checking in with you periodically during the implementation process to make sure all action items are completed.  We're also here for the long haul monitoring your progress, alerting you when you divert from the plan (ex: overspend a budget, increase a credit card balance beyond whats agreed upon, savings account falls below an expected amount, etc.)