skip to main content
Get in Touch  949-582-1577

Wealth Advisory Process

One of the most important components of any successful advisory relationship is truly understanding who you are as a person. That is why we focus on what is most important to you, both financially and personally.

We look at all the major aspects of your financial life, including your specific values and goals as well as your time horizon, income and liquidity needs and ability and willingness to take risk. Together, we will define your personal definition of financial success and work with you to translate this into prioritized goals.

As the Financial Life Map below shows, we can help you address a wide variety of goals in a number of key areas.

Financial Life Map

Once we have discovered and understand what is most important to you, we work together to develop and implement a plan to help get you there.

Because life is never static, we closely monitor your plan and make sure that it always reflects your situation. In addition, as financial markets go up and down, we help manage the level of risk in your portfolio through periodic rebalancing.

"Being rich is having money; being wealthy is having time."

~ Henry Ward Beecher

Get a Second Opinion About Your Financial Plan

Are you successfully meeting your financial goals?

Schedule a meeting with us for a second opinion on your investment strategy by calling 949-582-1577, or using our second opinion form.

There's no obligation and the valuable information we'll provide during your meeting is yours to keep.


O’Neill Financial Management, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where O’Neill Financial Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by O’Neill Financial Management, Inc. unless a client service agreement is in place.

© Copyright 2013 - 2017 O'Neill Financial Management, Inc. All rights reserved. Privacy Policy