Our Fiscal Checkup can change your life
We designed the Fiscal Checkup to put your mind at ease. To put you on the right track for financial freedom. And to show you what a difference it makes to work with an experienced independent advisor who is paid for advise and not for selling you the financial product of the month or the stock of the week.
An Oak Street Advisors Fiscal Checkup will:
• Show you where your personal finances are today
• Give you a one hour consultation with a fee only financial planner prepared to share honest, no-holds-barred advice on your top three financial concerns
• Provide a clear, customized path to your personal financial goals
The Fiscal Checkup costs only $500 and there is no long-term commitment—just a lifetime of value.
This is our chance to show you what Oak Street Advisors can do for you and we will make the most of it. Sign up for your personal Fiscal Checkup today.
Sample Fiscal Checkup