Subscription Based Financial Planning

 
 

Did you know that the vast majority of Americans don’t have a dedicated financial advisor to help them through life’s toughest challenges? They may feel they don’t have the financial resources or are unsure who they can turn to for guidance. At OakCrest Capital, we believe that investment and financial advice should be available to everyone.

To achieve this, we’ve developed a model to help individuals take control of their financial health and get support in creating a plan for their future. We’ve put together subscription-based plans that allow clients to start simple and adapt as their lives and financial situations become more complex.

All of our subscription plans help clients get organized on one financial platform so that their complete financial picture is available at their fingertips.

No matter where you are financially, whether just starting out or near retirement,
we have pricing designed to assist you.

STARTER

 $50/month – $50 initial fee

 

  • Two 30 minute virtual meetings with team a year

INTERMEDIATE

$100/month – $100 initial fee

 

  • Two 60 minute virtual meetings with team a year
  • Discount on OakCrest management fees

ADVANCED

 $250/month – $150 initial fee

 

  • Three virtual meetings with team a year
  • Discount on OakCrest management fees

EXPERT

$500/month – $250 initial fee

 

  • Four virtual meetings with team a year
  • Discount on OakCrest management fees

Sign up for a financial planning package today by contact OakCrest Capital, LLC.

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GET IN TOUCH:

17W220 22nd St, Suite 300/Box 4
Oakbrook Terrace, IL 60181
312-525-8793
lori.boo@oakcrestllc.com