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Our Process

Working with a financial planner is not a transaction. It’s a relationship. And it begins with getting to know each other, discovering what ‘success’ means to you, and how we can best help you achieve it. At Canyon Oak Financial, our financial planning process is:


To what matters most to you. To your values, your dreams for the future, and the worries that keep you up at night. Good financial advice is unique to you, so a strong connection with your financial planner is a must.


About your financial situation today, your tolerance for risk, and your history and preferences for specific investment vehicles.


As Certified Financial Planners, we’re trained to evaluate your needs, analyze potential opportunities, and recommend the best course of action. But the final say is always yours. We’ll edit, update, and revisit the plan until you feel comfortable moving ahead.


 To regularly monitoring progress, coaching you to stay on track, and being available year-round as your life or circumstances change.

If you’re not yet a client but are interested in working with Canyon Oak Financial, complete the form below, and we’ll be in touch soon. We look forward to getting to know you!

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