The first step is to get to know you, your current financial situation and priorities. We’ll use a tool called the “Discovery Interview” to help streamline the collection of high-level data, identify opportunities and understand any concerns you may have.
Once we learn about your unique situation, we’ll build your custom Asset Map and visualize your complete financial picture. Reviewing your Asset Map together allows us to uncover new opportunities that may not otherwise be recognized and quickly identify strategies that may need your attention to elevate your financial condition.
Based on your goals and what the Asset Map reveals, we can make key decisions together, take action, resolve problems, and ultimately plan a better path for your future. Because we can review your Asset Map at every interaction, we can quickly track and visualize progress toward your goals.
OASIS Wealth Advisors, LLC dba Kapela is a state registered investment advisory firm whose principal place of business is in Texas. We may only conduct business in states in which we are registered or qualify for an exemption from registration requirements.
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