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Tulsa’s Highest Rated Financial Planner
Why Work With Us
Developing A Strategy That Works For You
Communication Without The Jargon
Service With Integrity
Our Focus Is Client Centered
Customized Portfolios
1. Define Your Goals
We begin by getting to know you and understanding where you want to go in life. This helps us align our strategies with your unique vision for the future.
2. Design Your Plan
After understanding your goals, we create a personalized financial plan that serves as a roadmap to help you reach them.
3. Watch Your Plan Come to Life
Once you’re ready to move forward, we’ll work side-by-side to put your plan into action, supporting you at every step to keep you on track.
About The Founder
Abby Hubble BioI graduated of Oklahoma Wesleyan University with a degree in organizational business with strong emphasis on finance. In my spare time I enjoy spending time with family and friends. I also sing with a local Jazz band, Tulsa Praise orchestra and Frontline singers.With over 20 years in financial services spending most of that time as an investment advisor and financial planner, I have worked with many clients helping them get on the their path to achieve their financial goals. Investing doesn’t have to be complicated. I believe understanding the why behind the process, is just as important than the process itself.When people understand“why”they are more likely to stay the course. I am passionate about taking the complexity out of investing and making investing easier to understand. At the heart of everything I do, is people. True leadership comes from a place of serving others.
Mission
Emergence Wealth Management’s mission is to help individuals and organizations emerge from where they are to where they want to go, but looking at the past, learning from successes and failures, deciding to let go and move boldly to what is ahead. Using a common sense approach with each client’s goals at the center of every investment strategy.
At Emergence Wealth Management we are here for you. In today’s world information is readily available and too much information can be overwhelming. We are here to take the guess work out of financial planning and investing, so you can focus on what is really important to you.
Investing is an excellent way to make your money work for you. Frankly, in today’s world investing is a necessary part for people to reach their biggest financial goal, retirement, so making your money work for you is key. Market fluctuations are common and healthy in financial markets, but if someone is unfamiliar with them it can also be a little unsettling. It shouldn’t be. At Emergence Wealth Management we want to make investing and financial planning a smooth and exciting process. How do we accomplish this? We make it about you. You don’t need to be a math geek or an economics nerd. That’s our job and we love it. You don’t have to love strategy sessions, leave that to us. You just need to be honest with us about what’s really important about money to you. What is it that gets you excited about life, and we try to create a strategy and plan that make your financial goals for you and your family possible.
The best way to reach your financial goals is by doing two things, one, being investing and two, by engaging in financial planning. companies have made it easy for their employees to invest with retirement plans, such as 401ks, 4013 b, to name a couple. A lot of workplaces even make investing for retirement automatic. So you know what you are invested in. Selecting target date retirement funds in a company retirement plan is not financial planning. Many people only invest, but they don’t engage in the financial planning process which is only half of the process. The financial world is has not done a good job explaining what financial planning really is. And with so much information at everyone’s fingertips, the amount of information can be overwhelming. The reason there is so much information available is because no two people are alike, everyone has a different situation. You don’t have to be an expert, that’s what we are here for.
As a Financial advisor and Financial planner, I have watch many avoid talking about investing and financial planning for various reasons, but the main reason you should talk to a Financial Advisor or Financial planner is so you can take control of your financial future. We want the process to be as streamlined as possible. We feel people’s lives are full and we want to enhance that life, so we have created a process on how we work with both financial planning and investment clients.
Our Process:
Financial planning and Investing doesn’t need to be complicated, so we use a simple three step process to help our clients meet their unique goals. The Three E’s; Exploration, Evaluation, and Execution.
Exploration: It is important to us to really know our clients; this is what the “Exploration” phase is about. It’s about you! It’s about listening to experiences, current seasons, desired outcomes and what’s most important, so that each client can live not just a better financial life but a fulfilled life.
Evaluation: We take great care in finding the right solutions for each client. In the “Evaluation” phase this is where we take everything we have learned about you and your situation, to figure out exactly what is your new starting point; the place in which you emerge from, where you are, to where you are going.
Execution: “Vision without action is merely a daydream” Nelson Mandela. This phase is somewhat self explanatory. Once we have selected the strategies that are right for youThe best laid plans and strategies become useless if action is not taken. In the execution phase we take action; we execute.
The wise Benjamin Franklin said, “ If you fail to plan, you plan to fail.” Everyone wants to see their dreams come true. Sometimes we get so busy living life we forget to plan for the future. Financial planning and investing are so important for financial success. It’s not how you start it’s how you finish. We want to give people hope for their futures. Allow people to dream again. We would love to work with you and your family. Let us walk you through the process of creating an investment strategy and financial plan that is right for you and your family. It is time to Emerge.
Are you ready to emerger? Call to schedule a consultation today?
Disclosures
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC http://www.finra.org/ and http://www.sipc.org Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
This communication is strictly intended for individuals residing in the states of Oklahoma, Texas, Arkansas. No offers may be made or accepted from any resident outside the specific state(s) referenced.
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
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