Oakstreet Financial
Invest on Purpose.
Pre-Meeting Preparation

Investment Strategy & Planning Form

A guided check-in before our next meeting. About thirteen short sections covering employment, finances, goals, beneficiaries, and any life changes since we last met. Most questions are quick — only a few require typing more than a sentence. Plan on roughly ten minutes.

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Your responses are ready for our meeting. A copy of everything you entered has been saved as a PDF you can share with David.

PDF saved to your Downloads folder

Information you provide here is used to prepare for our advisory meeting. It does not constitute investment advice. Advisory Services are offered through Inspire Advisors, LLC, a Registered Investment Adviser with the SEC. Oakstreet Financial and Inspire Advisors, LLC are affiliated entities.