Are you ready to embark on this journey with us?

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Working with our Team requires a commitment from all parties. A commitment of time, participation and most of all, trust. Read below to find out more and answer some of our most commonly asked questions. Please contact us if you need anymore information or if you would like to schedule an initial meeting.

New Clients

Before establishing a relationship with a financial planner, you will want to interview several people to make sure they’re the right match for you and exhibit key traits of a good advisor. We’ve compiled a listed of FAQs to get you started; note: most questions recommended and provided by The Board of Certified Financial Professionals.

• Why should I hire a professional financial planner to manage my money?
• If you already have a plan, we offer a second opinion service.
• What are your qualifications?
• What experience do you have?
• What is fiduciary responsibility and why is it important?
• What is different about the Ogard Boh Group?
• What financial planning services do you offer?
• What is your approach to financial planning?
• What types of clients do you typically work with?
• How are you compensated?
• How much do you typically charge?
• Have you ever been publicly disciplined for any unlawful or unethical actions in your carerr?

Good to Know

In an increasingly complex world, it is important to us that you have a trusted partner to help you navigate throughout the journey.

• How do you keep my assets and information secure?
• What don’t we do?
• How much do I need to know about investments and financial planning?
• Can you work with clients anywhere in the U.S.?
• Who can benefit most from our services?
• What is the difference between a broker dealer (such as Baird) and an Registered Investment Advisor (RIA)?
• Difference between asset allocation and diversification?
• What is a time horizon?
• How often should I expect to hear from you?
• Life changes? When you should contact us.

Initial Meeting

It is imperative to take time to learn about each other and help us determine if a relationship is mutually beneficial. The initial “fit” meeting helps us learn about your goals and what you are looking for in a relationship with an advisory team. You will also get to know more about our team and how we work together.

• What to bring to our first meeting
• Types of questions we will ask at our first meeting.
• Next steps?