Ideal Client
Our Ideal Clients
If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.
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At Oaktree, we adhere to a structured two-meeting protocol designed to assess mutual suitability. Our process begins with an initial consultation, followed by a comprehensive four-test evaluation. These tests encompass the Chemistry Test, the Goal Test, the Worth Test, and the Value Test. This systematic approach ensures that both parties – you and us – can determine if our partnership aligns with your needs and objectives.
The Chemistry Test- is a pivotal component of our assessment process. At our firm, we prioritize cultivating positive relationships with all our clients, and we aim to maintain this standard. Throughout our interaction, we will gauge the compatibility between us, with the intention of fostering an long term business relationship.
The Goal Test- entails a series of questions regarding your financial aspirations. We aim to learn the specifics of your objectives and assess their feasibility. Our commitment lies in assisting you in achieving realistic and attainable goals. Should we determine that certain goals may not be realistically attainable, we prioritize transparency and would prefer to abstain from engagement rather than risk contributing to an unsuccessful outcome.
The Worth Test- While we're selective about our clientele, our specialty lies in partnering with high net worth individuals.
The Value Test- If we cannot add value to what you are currently doing, there is no reason to make a change
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