Financial Planning
Financial Planning, built around you
Two ways to work with us
Every financial journey is unique. That’s why we offer two distinct planning options—so you can decide how you want to engage with our financial professionals.
Our flat-fee financial planning service is designed for flexibility and convenience. You’ll work directly with a Certified Financial Planner® through scheduled online meetings throughout the year. Together, you’ll create a comprehensive plan that adapts as life changes—without tying it to investment management.
What's included:
- Multiple plannings sessions each year with your CFP®.
- A tailored financial plan covering saving, spending, protection, and future goals.
- One annual flat fee, no asset minimums or commissions.
Financial planning is included as part of an investment management relationship with our Private Wealth team or through BOK Financial Advisors, our full-service brokerage and investment advisor (RIA) affiliate. This option combines planning with investment management, giving you a dedicated advisor who helps implement your plan and manage your portfolio.
What's included:
- A dedicated financial advisor.
- A custom financial plan integrated with investment management.
- Ongoing guidance tailored to your goals.