Meet with Ocotillo Wealth Management

 

Get started in four easy steps

The Personal CFO Process

  • 1

    EVALUATE


    Take our retirement tune-up to determine if your current financial plan is on track to achieve your retirement goals.

  • 2

    PLAN


    Meet with our team to discuss your results and map out a strategy to steer you toward your goals.

  • 3

    IMPLEMENT


    Once you are satisfied that our strategy will help you achieve your financial goals, our team of professionals will put your plan into action!

  • 4

    REVIEW


    We’ll continually review your goals and your strategy to determine if any changes are needed during your retirement journey.

DISCOVER

Schedule A Meeting

Our process begins with a no-obligation, one-on-one meeting. During this meeting, we'll aim to get to know who you are and what you want out of retirement.

Schedule a Meeting

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