No. Your initial discovery meeting is complimentary and gives us an opportunity to get to know each other. We’ll discuss your goals, answer your questions, and learn more about your current financial situation. If it seems like we’re a good fit to work together, we’ll explain what the next steps look like. If not, you’ll leave with a better understanding of your options and no obligation to move forward.

We generally work with individuals and families who have accumulated meaningful investable assets and are looking for an ongoing advisory relationship. Many of our clients are approaching retirement, changing jobs, navigating a business transition, or simply looking for a trusted financial partner to help coordinate investments and long-term financial decisions.

No. While Oakway Financial is based in the Denver metro area and many of our clients live throughout Colorado, we work with clients across the United States using secure virtual meetings, phone calls, and digital collaboration tools. Whether we meet in person or remotely, you’ll receive the same personalized advice and ongoing service.

Our first meeting is focused on getting to know you and understanding your goals, priorities, and current financial situation. If we decide we’re a good fit to work together, we’ll outline a personalized plan, discuss any recommendations, and explain how we can help implement them. From there, our relationship continues through ongoing investment management, financial planning, and regular reviews as your life and goals evolve.

That’s perfectly okay. Many people schedule an initial conversation simply to better understand their options or to get a second opinion before making an important financial decision. Whether you’re changing jobs, approaching retirement, or simply wondering if you’re on the right track, we’re happy to have a conversation and help you determine whether ongoing financial advice makes sense for your situation.