How Confident Are You?
We have completely redesigned our planning and advice model to help alleviate your fears -- 100% online.
1. Select your option and choose your preferred time and date.
2. OWM will send you, via Docusign, required disclosures and a link to a risk questionnaire (to be completed by all parties), as well as an investment questionnaire that tells us a little more about you, your investments, and your primary concerns.
This is not an OWM sales pitch. This is a "down and dirty" financial assessment that will leave you with a better understanding of your risk and the action items to be taken during this crisis.