Fee-Only Financial Planner for Engineers and Technology Professionals
OakTree Financial Planning provides financial planning and portfolio management for engineers and technology professionals. Our current clients work at Amazon, Google, Hewlett-Packard, Agilent Technologies, Schneider Electric, Alcatel-Lucent, and other high-tech companies. While most of our clients are located in Fort Collins and Loveland, Colorado, we work with clients nationwide.
Our goal is to alleviate our clients' financial anxieties so that they can focus their time and energy on more enjoyable aspects of their life. We collaborate with our clients to quantify their goals, analyze their current financial situation, and create a reasonable financial plan consistent with their priorities. We also create and manage a well-diversified, low-cost, tax-efficient, and risk-appropriate portfolio for our clients.
OakTree Financial Planning is a fee-only firm, which means that all fees are fully disclosed and paid directly to us by our clients. We do not sell investments, insurance, or other products and we do not receive any commissions. We believe that this fee-only structure allows us to have a more collaborative relationship with our clients because it reduces the possible conflicts of interest.
Please take a few minutes to learn what we offer and determine whether partnering together might be beneficial to you. If so, we would love hearing from you.