Our Process

 

1. Complimentary 15 Minute Phone Consultation

  1. Set up a complimentary phone call with us to see if we are a good fit for each other
  2. We are looking for:
    1. High-income earners who make over $250,000/year OR high-net-worth households that have over $1,000,000 in investable assets
    2. AND are serious and committed to improving their financial situation

 

2. Financial Planning Process Meeting

  1. We get to know each other, find out what your wants and needs are, and we walk you through our financial planning process
  2. We prepare financial plans for qualified prospects at NO COST to earn your trust and earn it quickly

 

3. Follow Up Meeting to Go Over the Financial Plan

  1. We then meet and go over the financial plan we prepared for you
  2. This is when you ultimately decide to work with us or not

 

4. Financial Plan Implementation and Ongoing Partnership

  1. We put your plan into action—staying organized and keeping you informed every step of the way.
  2. We meet regularly to review your progress, adjust your strategy, and keep you on track.
  3. Our goal is to help craft a plan of action that helps you achieve and maintain financial independence to give you peace of mind.
Anthony Sandomierski | Advisor | Oujo Wealth Strategies

Anthony Sandomierski

CPA/PFS, CFP®, MS (Taxation)

Wealth Advisor

Complimentary, no obligation, 15 Minute Phone Consultation

Jason Gordon | Wealth Advisor | Oujo Wealth Strategies

Jason Gordon

CPA/PFS, CFP®, MS (Taxation)

Wealth Advisor

Complimentary, no obligation, 15 Minute Phone Consultation

 

Click the link above to schedule your complimentary 15-minute phone consultation with Anthony Sandomierski or Jason Gordon.