177 Chesterfield Business Pkwy.
Chesterfield, Missouri 63005
Phone: 636.537.2506

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Our Firm's Philosophy And Vision

 

Robert Olsen CPA and sonRobert Olsen is a very unique team of professionals that specializes in working with “financially successful delegators”.

Through a series of "Unique Processes," we guide our clients through specialized exercises and conversations that clarify what’s truly important to them.  We then help them define and envision their own extraordinary view of the future, complete with all of their significant financial and life goals and objectives.  This Unique Process is referred to as "The Focus Your Vision Experience"

We then act as a “financial life coach” for our clients and assist them in implementing all of the steps that are necessary to complete their financial/life plan so that they can live their life on purpose and in congruity with what’s most important to them and ultimately to achieve all of their goals and visions for the future.  This portion of our practice is called "The 90-Day Blue Print" (A Unique Process for Evaluating Today and Taking Control of Tomorrow).

 
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Unique Approach Focus Your Vision Experience 90-Day Blue Print Cash Management/Debt Elimination Asset Allocation/Investment Planning Tax Planning/Preparation Estate Planning Insurance Review College Planning Accounting Services