Doug Oosterhart, CFP® LifePoint Planning

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About Doug Oosterhart, CFP®

Over the better part of a decade, I’ve had the privilege to work with a variety of clients, ranging from millennials just starting their careers, to multi-generational nine-figure business owners and families. Having thousands of client meetings has shown me that financial planning is complex, but the process doesn’t have to be intimidating or overwhelming.

​I began working in financial services in early 2013 as an insurance agent while getting my degree in Finance from Michigan State University. I then developed a passion for financial planning, but felt that there was a disconnect that left the client questioning a couple of things: How does this advisor get paid? Is this advisor obligated to work in my best interest (fiduciary)? With those questions in mind, I started researching business models, and concluded that to best serve my clients, starting an independent Registered Investment Adviser was the best option. During that time, I also earned my CFP® designation and am among only 4.85% of CFP® Professionals under the age of 30.

Transparency, integrity, and mastery of financial strategies in my client relationships are some of the most important values that I adopted early on. I found that clients actually desire and appreciate an advisor that is younger than them and probably won’t be retiring at the same time they are. I am dedicated to serving clients to and through their biggest decisions, while aligning money with life to make work optional.

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Ideal Clients

  • Estate Planning
  • Retirement Planning
  • Wealth Management

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $425/mo
  • Quarterly Fee: $1250/qtr
  • Flat Fee: $5100/engagement
  • Hourly Fee: $300/hr
  • Assets Under Management: 0.65%

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