FAQS

DO I REALLY NEED A FINANCIAL PLAN?

Yes. Everyone should have one done for them. Going through the planning process helps you set both short and long term goals. It is the foundation of proper investment selection and allows you to make life decisions with confidence.

WHAT HAPPENS DURING MY VIRTUAL MEETING OR PHONE CALL?

You receive a comprehensive, detailed, tailored OTIUMfinancial X-Ray via email.  We then conduct a one hour virtual meeting.  An OTIUM expert covers and explains the OTIUMfinancial X-Ray to you.

WHAT DO I GET FOR  MY MONEY?

OTIUMfinancial X-Ray:

You receive a personalized, highly detailed, and tailored OTIUMfinancial X-Ray via email.  We then connect for a one hour virtual meeting.  An OTIUM expert covers and explains the OTIUMfinancial X-Ray. You are then entitled to 1 more, one hour session anytime within your annual membership period.  

 

Call or email anytime, we will respond within 72 hours.  If extensive research is necessary we will schedule a one hour session with you.  This will be counted as your one hour session during the year. 

Passive Access:


For the self-directed, unlimited access to OTIUMfinancial planning software. Including the document "Vault" keeping all your important documents safe in one place. 

WHY NOT JUST USE ONE OF THOSE FREE PORTFOLIO ANALYZER APPS I SEE ADVERTISED?

 

OTIUMfinancial consultations are conducted live on a 1 on 1 basis with a licensed financial advisor and custom tailored to you specifically. Do not forget when any service is offered for free on the internet, YOU are the product.

WHAT INFORMATION DO YOU NEED FROM ME TO START?

Click book now.  You will be directed to a client questionnaire and given directions on how to upload your financial statements. You will be directed to the client portal to enter necessary information in six easy steps. (Feel free to black out account numbers on statements as we do not need them.)  

The more information you can provide us, the more accurate the results. 

IS MY INFORMATION SAFE?

Your information is safe. OTIUMfinancial uses top-notch data security featuring 2048-bit asymmetric encryption and 256-bit symmetric encryption.