Financial Planning That Builds Clarity, Confidence & Purpose
Financial Planning & Strategy Development
Your financial plan is more than a document—it’s the framework for every decision that shapes your future. At Utica Capital, we believe financial planning starts with understanding your goals, your values, and your vision for life after work.
Our advisors work one-on-one with individuals and business owners across Tulsa, Edmond, and surrounding communities to align finances with what matters most. Whether it’s planning for retirement, expanding your business, or protecting your family’s future, we help you create a strategy that moves you toward your next milestone with confidence.
Creating a Vision That Lasts
What’s Included in Our Financial Planning Services
Personal Financial Assessments
Review current income, assets, and liabilities to identify opportunities and challenges.
Goal Setting & Priority Mapping
Define what success looks like for you—personally and professionally.
Cash Flow & Debt Strategy
Manage expenses efficiently while optimizing savings and debt reduction.
Retirement Planning
Align investments and income sources with future lifestyle goals.
Tax & Investment Coordination
Coordinate planning decisions with your CPA and investment strategy for long-term efficiency.
Business Owner Planning
Integrate company value, benefits, and succession strategies into your personal financial roadmap.
Why Clients Choose Utica Capital
Clients choose us because...
When you work with Utica Capital, you don’t just get one advisor—you gain the insight and experience of an entire team. Our collaborative approach means every recommendation is reviewed through multiple perspectives, ensuring your plan is strong, practical, and adaptable.
- Take a long-term, relationship-first approach.
- Offering transparent, fiduciary guidance
- Collaborate with your CPA, attorney, or business partners to create complete financial alignment.
- Provide ongoing plan reviews to adapt as your life
What’s the difference between financial planning and investment management?
Financial planning focuses on your entire financial picture—budgeting, retirement goals, insurance, taxes, and estate strategy—while investment management focuses on growing your assets. At Utica Capital, we integrate both to ensure every decision supports your bigger goals.
How often should I update my financial plan?
We recommend a full plan review annually or anytime a major life event occurs—such as starting a business, buying a home, or nearing retirement.
Can you help with business and personal planning together?
Yes. Many of our clients are business owners whose personal wealth is tied to their company. We help integrate business strategies, employee benefits, and succession planning into a cohesive personal plan.
Do I have to live in Tulsa to work with you?
No. While most of our clients are in Tulsa, Edmond, and Oklahoma City, we serve clients in over 30 states and meet virtually with families nationwide.
