Financial Planning for Executives

A financial plan is useful as a snapshot of where an individual stands in achieving his or her financial goals. We believe the real value lies in conscientious consideration of and implementation of the recommendations contained in the plan. Financial planning can play an important role in retaining key executives and in protecting the executive and the company in an ever-changing environment

Oracle’s roots are in corporate-sponsored financial planning programs.  For companies that provide financial planning to their key staff, Oracle may be the right choice.  Since 2000 we have worked with several corporate executives as part of their financial planning programs. Oracle’s financial planning group uses a unique team-based analytical planning process to develop a highly detailed, strategic and specific plan for each individual client. The employer pays the Oracle planning fee, while our financial planners work directly with the executive. Together they review all aspects of the executive’s long-term financial planning needs.   Oracle financial planners will follow up with executives on the status of implementation of recommendations.

The Oracle Process

The Oracle planning process starts with the executive’s vision.  Our planners carefully consider lifestyle goals, philanthropic goals, career and retirement goals, and legacy goals in developing a sound financial plan.  A multi-disciplinary team of specialists then reviews the client’s current and projected financial situation, explores alternatives for action and provides specific recommendations covering a wide range of areas including financial independence and retirement; income tax planning; education funding; budget; investment portfolio; estate planning; risk management; and how best to maximize the value of all corporate award opportunities available to the executives.

Step 1: Data Gathering

We spend time getting to know you and learning about your financial situation through gathering data.  Our approach is interactive and thorough and does not rely on standard questionnaires or checklists.

Step 2: Preliminary Report

Our first report contains analyses and summaries of data gathered from you on a broad range of planning issues and topics.  Your review of the initial report allows you an opportunity to ensure that Oracle’s understanding of your situation and goals mirrors your actual situation and goals.

Step 3: Plan Development

Each plan is custom designed by a diverse team that provides the full breadth of Oracle’s resources and experience.  The ideas generated in the design process form the basis of the financial plan.

Step 4: Implementation

We believe the real value of our planning process lies in taking action and executing the recommendations contained in your plan.  We assist with all implementation that does not require legal counsel.

Step 5: Monitoring and Support

We continuously monitor your financial plan and make adjustments as your circumstances or objectives change.

Considerations for the Corporate Executive

As an executive with the opportunity to participate in financial planning program, you have two decisions:
1) whether to move forward with the financial planning process.
2) who to assist you in moving forward with the process.

When you work with Oracle

• You will work with a senior, experienced and credentialed financial planner, backed by a multi-disciplined team that strives to provide thorough, appropriate recommendations based on a full understanding of how your company’s total rewards program can be used to your benefit.
• Oracle has no proprietary products or services as part of our planning recommendations.
• We value your time and have designed our process to provide significant value at every meeting.
• We work with you to prioritize and implement recommendations that will have significant impact on your long-term financial health.
• We provide ongoing consultation to help you respond to unanticipated opportunities.
• We update your financial plan as needed to reflect your continually evolving financial situation as well as changes in tax, investment and other planning strategies.

With over two decades of financial planning experience, Oracle believes that we offer the quality relationship, the objective advice and the focus on implementing sound recommendations that can support you as you seek to achieve or consolidate your financial independence.

We work together with you to maximize the investment of time you make in reaching your financial goals.  If you are interested in receiving personal attention and the time and care it takes to generate a financial plan tailored to your unique situation in life, Oracle may be ideally suited to meet your needs.

A key measure of a financial program’s effectiveness is participant retention after the first year.  We are proud of our high retention rate of executive planning clients.

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