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DOUG OOSTERHART, CFP®

Founder

Over the last decade, I've had the privilege to work with a variety of clients, ranging from millennials just starting their careers to multi-generational nine-figure business owners and families. Having thousands of client meetings has shown me that financial planning is complex, but the process doesn't have to be intimidating or overwhelming.

I began working in financial services in early 2013 as an insurance agent while getting my degree in Finance from Michigan State University. I then developed a passion for financial planning, but felt that there was a disconnect that left the client questioning a couple of things: How does this advisor get paid? Is this advisor obligated to work in my best interest (fiduciary)? With those questions in mind, I started researching business models and concluded that to best serve my clients, starting an independent Registered Investment Adviser company was the best option.

 

I am dedicated to serving clients to and through their biggest decisions while aligning money with life to make work optional.

Core Philosophies:

  • Control the controllables - we cannot control the stock market day-to-day. We can control things like keeping fees low, being smart with taxes, saving in
    the correct areas/accounts, and making informed financial decisions.

  • Simplicity is the ultimate sophistication - there is no reason for a client to be confused by what their advisor is doing/helping them with. We need to make sure you understand your plan and why we are doing what we are doing.

  • Life is too short to be unhappy - let's work toward the most fulfilling life (whatever that may be for you). The ultimate freedom is the ability to do whatever you want, whenever you want, with whomever you want.

  • Be direct with communication - be confident and firm with recommendations and tell the client what they *need* to hear, not what they *want to hear*. Otherwise, why should they hire you?

Alma-Mater:

Michigan State University

Financial Book:

The Psychology of Money, Morgan Housel

Cued-up While Driving:

Podcasts!

Favorite Golf Course:

We-Ko-Pa Saguaro Course, Fort McDowell, AZ

IN THE PRESS

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We know the process of finding a financial planner can be overwhelming. That's why we've designed a specific process with you in mind. It's a simple framework to help you make an informed decision about hiring the right advisor.