top of page
Steps Anchor

Step 1 

Step 2

Step 3


Wondering if you meet our qualifications? At OFI, we specialize in working with high-net-worth clients who have $2 million or more to invest. If you're ambitious and have a strong growth story with plans to reach that level of wealth in the near future, we'd love to hear from you.


If you meet our qualifications, please don't hesitate to reach out to us via call, text, or email. We're here to discuss your financial needs and answer any questions you may have. During our introductory call, we'll get to know each other better and delve into your financial goals and needs. This is also where we'll tell you more about Optimize Financial and what we do for our clients.


During our call, we'll get to know each other and discuss your financial situation, goals, and needs. This helps us determine if we're a good fit for a client-advisor relationship. Our goal is to create a customized financial plan to help you achieve your goals. Let's work together to create a successful financial future.

bottom of page