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The 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:

  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


Step 2: Summary & Solutions

Your client advisor will:

  1. Analyze and restate your current financial situation
  2. Identify optimal strategies to better manage your financial assets
  3. Propose the Oakworth Captital Client Solution
  4. Develop with you a specific plan for transitioning your financial relationship


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


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 insure a consistent approach