top of page

Optimize Your Financial Decisions

Compound Your Confidence

Kevin Harrington Video

Who is Optimize Financial?

Why Work With OFI?

We have a simple process to help our clients grow their wealth. We create personalized strategies based on their individual situations, then we guide them with white glove service.

The OFI Process

blue sky with white clouds_edited_edited.jpg

The Plan

We're here to guide you in creating a financial plan for your future and help set you up to accomplish your goals.

Financial Plan

OFI Financial Plan" The Plan Graphic
blue sky with white clouds_edited_edited.jpg

Our experienced team members will follow up with you every step of the way to help you execute the necessary actions so your plan can come to fruition.

White Glove Service

OFI White Glove Service "The Execution" Graphic

The Execution

blue sky with white clouds_edited_edited.jpg

The Coaching

Navigating your financial future can come with many distractions, but our team is dedicated to helping you stay the course with your decisions.

Wealth Planning
Mindset Coaching

OFI Mindset Coaching "The Coaching" Graphic

Get To Know OFI's Executive Team

bottom of page