Create a savings and investment plan to achieve your goals

Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there. This initial analysis is meant to provide an introductory view of whether you are on track based on a few simple inputs - there is so much more we can do at Oasis Wealth to help you get on track and to help you grow and protect your wealth. Some key questions that might come from this exercise: * What are the tradeoffs of different retirement dates or spending amounts? * How can tax minimization techniques improve your situation? * What is the right asset allocation to meet your cash flow needs while providing for long-term growth? * What do I truly want in my retirement years, and how does that impact me financially?

To start your investment plan, we just need to know a couple things about you: