Owl & Ore Wealth Planning is a Fee Only Financial Advisory practice, supporting clients through all phases of financial life. Specializing in multi-generational wealth planning, retirement income planning and gifting, we work with entire families to help every generation reach their personal financial goals.  Whether you have one or many financial goals and need help deciphering your options, Owl & Ore can help you navigate the financial decision making process.

 

Owl & Ore Wealth Planning promotes the fiduciary responsibility of financial planners and is a proud member of the National Association of Personal Financial Advisors and XY Planning Network.  Owl & Ore is also part of the Fee Only Network.

As a fee only only firm service fees are transparent and easy to understand.  Choose the relationship you wish to have with your planner and all prices will be discussed and accepted upfront, before any agreement is signed.  No new or hidden fees will be realized by the client during the relationship.

Mountain Lake

ABOUT

Greg Gorski, CFP

®

With 15 years of financial planning experience, Greg prides himself as a financial fiduciary who enjoys educating clients on the topics that make financial success easier to obtain.  His goal is to help his clients define and understand their goals so they can identify what needs to be done to achieve them.  By doing the heavy lifting for clients, they are able to spend less time thinking about money and more time on the things that make them happy.

  

Greg is a New England transplant who resides in Walnut Creek, CA with his wife Becca, daughter Caitlin and son Theo.  When not spending time with family, friends or clients, Greg can be found taking part in all forms of competitive activity, from board games to team sports - or spending time in the kitchen developing his next culinary treat.

ABOUT THE PLANNING PROCESS

The financial planning process begins with a series of meetings that allow the potential client to understand how financial planning works, what can be expected in the first few years and how the planning process transforms from a generalized concept to a very hands-on, client focused, personalized service.

 

The first year of financial planning consists of four general stages:

- 1 -

DISCOVERY

MEETING

- 2 -

DATA

GATHERING

- 3 -

GOAL

REVIEWS

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- 4 -

PLAN

IMPLEMENTATION

Owl & Ore Wealth Planning

3478 Buskirk Ave. Suite 1000

Pleasant Hill, CA 94523

925.719.9297

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© 2021 by Owl and Ore LLC, All Rights Reserved

Owl and Ore LLC is a Registered Investment Advisor, doing business as Owl and Ore Wealth Planning, offering advisory services in the State of California, Texas and in other jurisdictions where exempt from registration.

ADA Compliance Policy: Owl and Ore LLC is committed to providing a website that is accessible to the widest possible audience, regardless of circumstance and ability. We aim to adhere as closely as possible to the Web Content Accessibility Guidelines (WCAG 2.0, Level AA), published by the World Wide Web Consortium (W3C). These guidelines explain how to make Web content more accessible for people with disabilities. Conformance with these guidelines will help make the web more user friendly to everyone. Whilst Owl and Ore LLC strives to adhere to the guidelines and standards for accessibility, it is not always possible to do so in all areas of the website and we are currently working to achieve this. Be aware that due to the dynamic nature of the website, minor issues may occasionally occur as it is updated regularly. We are continually seeking out solutions that will bring all areas of the site up to the same level of overall web accessibility.

If you have any comments and or suggestions relating to improving the accessibility of our site, please don't hesitate to contact our accessibility coordinator, Greg Gorski, at owlandore@owlandore.com. Your feedback will help with improvements.