OLIO Financial Planning was founded with a rebellious and stubborn objective: to reinvent the industry by providing financial planning to all using a revolutionary fee structure. Fundamentally, we believe the client experience should look and feel completely different than it does today – and that’s just what we’ve set out to do.
We work in a team environment. We believe clients are best served when we put multiple heads together. We’re a group of individuals prepared to roll up our sleeves to challenge the status quo and offer an incredible client experience.
We believe financial planning can only be done well by offering comprehensive advice across all six areas of financial planning. We balance an equal focus on all of them, and we make sure clients share in our expertise by prioritizing their ongoing education. We believe finances should support and enhance clients’ lives – helping them to pursue what they care about.
We’re relentless about results. Unreasonable about standards. We don’t care how much clients have, but rather, what they aspire to do with it. Our preference is long-lasting relationships that are mutually rewarding.