Philosophy & Process

EDUCATION

Our planning process, whether tailored or comprehensive, is fundamentally designed to educate our clients about their present situation and options to improve it, including risks and rewards, as well as costs and benefits. Clients who understand the how and why of their plans are better engaged, sleep easier, and have far fewer anxieties about their financial future.

ANALYSIS

We analyze our clients’ unique situations, evaluate planning alternatives, and advise clients of their options and our recommendations for implementation.

IMPLEMENTATION

Unlike some consulting firms, we do not educate, analyze, and then leave the client to implement chosen options on their own. In fact, we are involved throughout the implementation process, either executing the planning recommendations directly with the client or working with the client’s accountant or attorney to accomplish the objective.

ARTICLES

reviewing stock graphs
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Why is the Stock Market Going Up When Economic News Looks Grim?

Many of our clients, like investors across the country, are asking this important question: How…

VIDEOS

coping with covid-19 finance and business
David Mandell

COPING WITH COVID-19

The team at OJM Group has put together this series of videos aimed at providing…

PODCASTS

reviewing cash flow
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Tips to Boost Cash Flow While Navigating COVID-19 Challenges

OJM Group · Tips to Boost Cash Flow While Navigating COVID-19 Challenges Bob Peelman, Director…