We mentioned a couple of weeks ago there are some new and exciting changes happening at OWLFI. All of these changes will make staying on top of your personal finances a bit simpler. We are working hard to make it easy and convenient for you to stay up to date with your financial plan and to have our team available to you when you need it most. With that in mind we would like to tell you about just one of the changes we have implemented to better serve the OWLFI community.

You can now meet with Elliot from the convenience of your home if you wish! If you like analyzing your financial plan while in your pajamas, we have got you covered! If you like chatting about rates of return from your favorite recliner, we have you covered!

Lastly, if you like walking into an office where you will be greeted with a smile and a hug, we have you covered as well. While we love staying current with all the new technological advances, we really love getting to see you in person too.

So next time you call to schedule an appointment, you will be given the option of an in-person appointment or a virtual appointment! Just know that how ever it is you like to meet with us you will always get a warm greeting, a giant smile and you will find Murphy wandering in and out of the appointment.

Appointments can be scheduled by calling 913-441-8380