OASIS Advisers
Financial Services - San Antonio, TX, US
OASIS Advisers Employees
OASIS Advisers Details
Our process is a practical evidence based system that leads to sound financial decision-making to achieve one's stated goals. OASIS: Organize, Analyze, Strategize, Implement, Service is rooted in the Six Step Financial Planning Model as defined by the Certified Financial Planning Board of Standards, which is defined as, "the process of determining whether and how an individual can meet life goals through the proper management of financial resources. "What makes the OASIS Process powerful is that it is not uncommon to how many of us make important decisions today, though maybe less formally and detailed than what we propose. For example, buying or selling a home requires Organizing, Analyzing, Strategy, Implementation and Service (Maintenance). OASIS can be applied to almost any decision, like choosing a university, vacation plans, a job opportunity, etc… At OASIS Advisers we utilize the process to support sound financial decisions, uncover blind spots, and achieve well-being.The OASIS Process is a practical client-friendly version of the Six Step Financial Planning Process that utilizes a one-page Asset-Map and My Action Plan to succinctly track your progress toward your financial goals. The Asset-Map is a picture of your financial condition and is worth a thousand words.
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