MEET WITH AN ADVISOR
Are you ready to meet with a financial advisor to discuss your goals and concerns?
Or do you just want to know more about financial planning and the financial planning process? Schedule time to have a conversation.
Choose one of two introductions:
If you are ready to interview advisors, schedule a time for a 'Discovery Meeting'. We will discuss your financial goals and concerns, review the Owl & Ore philosophy and what clients experience in the first year. If what you are interested in what you hear we can discuss the process moving forward.
If you are curious to know more about what Financial Planning actually involves, you can set up a 15 minute phone call to find out if the services Owl & Ore provides are actually what you are seeking.
Owl & Ore Wealth Planning is a Fee Only Financial Advisory practice, supporting clients through all phases of financial life. Specializing in equity compensation planning, Owl & Ore works with parents to help maximize income derived from equity packages, minimize tax consequences and use funds to achieve personal financial goals.
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.
Greg Gorski, CFP
®
With over 17 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.