The Opal Process

Delivering the Opal Way

By helping hundreds of clients, we’ve learned that straight talk and exceptional service from trusted advisors is what really works. At Opal, your wealth is managed by skilled experts who care as much about your finances as you do.

Supporting you on your journey to the life you want is the primary focus of our three-step process.

Establish Meaningful Goals and Actions

  • Use our EVOLVE tool to help you clarify short- and long-term goals and create vivid, written objectives
  • Alleviate worries about the unknown by evaluating alternative scenarios and outcomes
  • Simplify complexities and create a map of manageable steps to achieve your plans

Develop a Winning Financial Formula

  • Structure a portfolio to grow your wealth and support you in reaching your dreams
  • Track investments to make sure you meet ongoing needs and uphold future plans
  • Manage risk to help mitigate losses, and ensure you are prepared for life events

Provide Personalized Attention to Stay on Track

  • Empower you to take control of your finances with our full support and guidance
  • Advise you on building money skills and confidence to achieve meaningful results
  • Help you form effective habits to eliminate the gap between intention and accomplishment