Oakworth Process

Oakworth Client Advisors follow a four-step process to ensure that your relationship begins in an organized, focused manner.


The Oakworth Process Step 1

Step 1: Getting To Know You

Your Client Advisor Will:

  1. Help you organize your financial information.
  2. Gain an understanding of your current situation and needs
  3. Develop a high-level plan for coordinating your financial assets


The Oakworth Process Step 2

Step 2: Summary & Solutions

Your Client Advisor Will:

  1. Identify optimal strategies to better manage your financial assets
  2. Propose the Oakworth Capital Client Solution
  3. Develop with you a specific plan for transitioning your financial relationship


The Oakworth Process Step 3

Step 3: Establishment of your Oakworth Relationship

Your Client Advisor Will:

  1. Establish your accounts
  2. Ensure accounts are coordinated and appropriately structured
  3. Streamline your transition from existing financial institutions


The Oakworth Process Step 4

Step 4: Management & Improvement

Your Client Advisor Will:

  1. Review your plan periodically
  2. Propose alternatives based on changes in your life or in the market
  3. Coordinate other professionals to ensure a consistent approach