Financial planning in Tulsa
Since 2008, we've helped Tulsa families decide when to retire, reduce taxes, and manage company stock.
Two ways to work with us
Financial Planning
a written plan built around your questions, for one flat fee. You keep your accounts where they are and act on the plan yourself.
See What's IncludedOngoing Planning
we keep your plan current year after year, from planning meetings offered each spring and fall to managing your investments at Fidelity. The fee is a percentage of the assets we manage. Accounts held elsewhere move to Fidelity, and we help with the transfer.
How Ongoing Planning worksWhy Tulsa families work with us
- Meet in person, by phone, or by video.
- A fiduciary, required to act in your best interest.
- Fee-only: our advisory fees are paid by our clients, and we don't earn commissions.
- Tax-aware recommendations.
- A team you know.
Tax preparation is offered separately by Step By Step Tax Solutions, LLC, and isn't required.
Visit Our Tulsa Office
Schedule Your Initial Call
30 minutes, by phone or video. No fee, no obligation, and nothing to prepare.