Introducing financial planning for the things that matter
It’s official! We are so excited to announce that North Park Financial Planning and Tree Fort Financial are now One Wild Life Advisors, LLC. We’re thrilled to continue offering exceptional financial planning and investment management services to individuals, families, and business owners, now under our new firm, One Wild Life Advisors, LLC.
One Wild Life Advisors was founded by experienced CFP® professionals Andrea Oliver and Jacki Liautaud to offer financial planning for the things that matter. Our company’s name, One Wild Life Advisors, LLC, is inspired by Mary Oliver’s poem, “The Summer Day”, which concludes with the question:
“Tell me, what is it you plan to do with your one wild and precious life?”
Mary Oliver’s poetry often includes this theme of wild.
A wild life doesn't mean an unplanned life. It can be intentional. It likely includes a lot of change, adventures, growth, people and love. Understanding how money follows and supports your life is essential to making it truly wild.
We like the word wild because it reflects the excitement and the risk we all take every time we decide to make a conscious change in our lives. We too, are taking an intentional risk in joining together as partners and merging our businesses, so that we can help more clients like you become financially confident.
We will each continue to work with our existing clients. Our clients can benefit from our unique areas of expertise and planning collaboration. Between the two of us, we have over 20 years of combined financial planning experience. And we can apply that expertise to your specific situation.
Continuity of care is another benefit of our merger. If something were to happen to either of us and we were unable to work, our clients would still have a trusted advisor to help with financial concerns. Over the years, we’ve had clients ask about this, and while client investments would remain secure at their custodian, until now we haven’t been able to offer continuity of financial advice and management in the event that something were to happen to either of us. Having both of us on the team as trusted advisors means that one of us would be available to help.
We remain independent fiduciaries, who are fee-only and both CERTIFIED FINANCIAL PLANNER™ professionals. The CFP® designation requires certificants to meet strict education, training, and ethical standards to help clients with their financial goals. Being an independent fee-only advisory firm means we aren’t incentivized by product sales, and can offer more personalized care than what you may receive with a larger brokerage firm. CFP® professionals are required to complete continuing education hours, which promotes continuous learning and skill-building that we apply to our client engagements.
With that, we’re ready to get to work. We’re wrapping up annual meetings for current clients, where we prioritize plans for the year.
And we’re open to connecting with others who may benefit from our financial planning and investment management services that help them live their “one wild and precious life.” Please keep us in mind if you know others who might benefit from our services, and encourage them to schedule a complimentary introductory call with us.
STAY WILD!
