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Hi I'm Cameron Oliver. Financial Coach and Holistic Advisor to healthcare professionals and business owners all around the United States. My business provides high level, personal financial planning to my clients. My process helps capture, protect, grow and sustain your hard earned dollars. With the use of high tech platforms and old school service we strive to protect your balance sheet, eliminate taxes, control debt, and help you invest your free cash flow to achieve the life you want. Our process is all inclusive and helps you accomplish a macro economic plan. By looking at all aspects of your financial life, we can help you craft a plan that suits your desires. How we do it: We want to know all about you: taking a deep dive into your goals and concerns help us define what you want from our work together. It is crucial that we know what is currently happening in your financial world, so we take time to learn all about your entire financial picture before strategizing. Our first planning step is to mitigate as many financial threats from your future. Life happens, we don't want you to get caught off guard. It is important, no matter what stage of life you are in, to manage cash flow. We help you implement a cash flow plan that works for you. Capturing your future wage increases is IMPORTANT. Once your cash flow has a plan it is time to put that Cash to work. We help clients implement plans to invest their money, reduce debt or increase their lifestyle. Whichever is the highest priority. Our GOAL is to be your go to financial resource. That's why we continue to monitor and help clients after the initial planning is done. Every financial decision you make is important to your overall long-term plan. In my time away from serving my clients I thoroughly enjoy being a family man. I've been married to my wife Connor for 5 years (together for 13). We welcomed our first child Emmalee to the world in 2020. We enjoy spending our time around the lakes, beaches or rivers of Northwest Florida. I love the outdoors, including golf, fishing and hunting. Spending time with friends and family, researching financial topics/strategies, being Daddy and serving my clients all keep me happy. I look forward to helping you achieve your financial dreams. /COMPLIANCE:2023-3503/
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