Oakworth Process
Oakworth Client Advisors follow a four-step process to ensure that your relationship begins in an organized, focused manner.
Step 1: Getting To Know You
Your Client Advisor Will:
- Help you organize your financial information.
- Gain an understanding of your current situation and needs
- Develop a high-level plan for coordinating your financial assets
Step 2: Summary & Solutions
Your Client Advisor Will:
- Identify optimal strategies to better manage your financial assets
- Propose the Oakworth Capital Client Solution
- Develop with you a specific plan for transitioning your financial relationship
Step 3: Establishment of your Oakworth Relationship
Your Client Advisor Will:
- Establish your accounts
- Ensure accounts are coordinated and appropriately structured
- Streamline your transition from existing financial institutions
Step 4: Management & Improvement
Your Client Advisor Will:
- Review your plan periodically
- Propose alternatives based on changes in your life or in the market
- Coordinate other professionals to insure a consistent approach