Baldwin Financial, LLC

Resources

Useful before you ever
talk to us.

Tools we built because clients kept asking the same questions. Each one is free, takes minutes, and works whether or not you ever become a client. What you enter goes to Jeremy and nowhere else.

Calculator

Am I doing alright?

Ten numbers and four yes-or-no questions, scored against published guidelines. One of three answers, the six pillars behind it, and the one thing that would move it first.

Takes
4 minutes
You get
A verdict, and a PDF report if you want one
Begin
Questionnaire

What kind of investor are you?

Not the boring version. Ten situations, one plot twist, and one of five investor profiles. It measures your nerve separately from your timeline, which is the part most questionnaires blur.

Takes
4 minutes
You get
Your investor profile, read by Jeremy himself
Begin
Checklist

Year-end coordination checklist

Thirty-five items a CPA and an adviser should have reconciled before the file is opened in January. Built for the tax professionals we share clients with; useful to anyone who has both.

Takes
One page
You get
A printable PDF, no email required
Open the checklist
Concierge

Ask Taylor

The concierge in the corner of every page knows how the firm works, what things generally cost, and how the four disciplines fit together. Educational, never advice, and happy to say when a person is the better answer.

Takes
Any hour
You get
A plain answer, or an introduction
Open Taylor

Next on the shelf

More calculators are on the way, built the same way: one honest question, published benchmarks, no jargon, and the answer stays yours. If there is a question you wish a tool answered, tell us and we may build it.

Every resource on this page is educational. The calculators and questionnaire score the figures you enter against published guidelines and general rules of thumb; none of them is personalized investment, tax or legal advice, a financial plan, or a recommendation of any security or strategy. All investing involves risk, including the possible loss of principal. Using them does not create an advisory relationship with Baldwin Financial, LLC.

An invitation

Tools answer the question you typed.
A conversation finds the one underneath it.

Schedule an Introduction

A complimentary conversation, by video, phone, or in person in downtown Oklahoma City, whenever suits you. Nothing to prepare and nothing to bring. Come as you are; leave knowing more than you arrived with.

What the conversation looks like

  1. 01

    You talk. What you own, what you owe, who depends on you, and whatever is coming up that you have not solved yet.

  2. 02

    We tell you what we see. The two or three things we would look at first, and why those and not the rest.

  3. 03

    You decide, on your own time. If we are not the right fit, we will say so and point you toward someone who is.

Or reach us directly

Serving
Oklahoma City, Edmond, Nichols Hills, and clients who have moved away