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 plan via email.  We then conduct a one hour virtual meeting.  An OTIUM expert covers and explains the OTIUMfinancial plan to you.

WHAT DO I GET FOR MY MEMBERSHIP?

OTIUMfinancial Plan:

You receive a personalized, highly detailed, and tailored OTIUMfinancial plan via email.  We then connect for a one hour virtual meeting.  An OTIUM expert covers and explains the OTIUMfinancial plan. You are then entitled to 2 more, one hour sessions 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 one of your one hour sessions during the membership period. 

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. 

HOW OFTEN DO I GET TO SPEAK WITH AN OTIUM EXPERT AND CANCELATION POLICY.

See Hyperlink

WHAT INFORMATION DO YOU NEED FROM ME TO START A PLAN?

Once subscribed 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.)

IS MY INFORMATION SAFE?

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

 
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