Financial Planning Starts With a Clear Plan

Most people spend more time planning a vacation than they do planning their financial future.

A well-designed financial plan helps bring clarity, direction, and confidence to your financial life. It allows you to think through important decisions in advance and stay focused on the goals that matter most.

At Olison & Company, we work with individuals and families to develop thoughtful financial strategies designed to reduce uncertainty, avoid costly mistakes, and keep financial goals on track.

Our goal is simple: turn ideas into a plan, and that plan into action.

 

01. About Us

We are dedicated to helping individuals and families navigate important financial decisions with clarity and confidence. Our goal is to build long-term relationships while providing thoughtful financial guidance tailored to each client’s goals and priorities.

02. Our Philosophy

Financial planning should be proactive, not reactive. We believe the best financial strategies begin with understanding your personal goals, priorities, and long-term vision.
By aligning your financial resources with your objectives, we help create a roadmap designed to support the life you want to build.

03. Our Process

A strong financial plan begins with understanding your complete financial picture.
Our planning process focuses on identifying opportunities, building a structured strategy, and helping clients stay focused on their long-term financial goals through disciplined planning and ongoing guidance.

As part of this process, we use Asset-Map, a planning tool that provides a clear visual overview of your financial life. Asset-Map helps organize assets, accounts, and planning strategies in a simple format so both advisor and client can better understand how each piece of the financial plan connects to the bigger picture.

This visual approach helps bring greater clarity to financial planning and supports more informed decision-making.

Meet Your Financial Advisor

Kevin D. Olison

Financial Planner

Kevin D. Olison works with individuals and families who want a clear plan for their financial future. His clients often include professionals, business owners, and families preparing for retirement, planning for education, or navigating important life transitions.

Kevin’s approach focuses on helping clients develop thoughtful financial strategies designed to support long-term financial independence and confidence. He works closely with clients to align investments, financial decisions, and long-term goals through structured planning and ongoing guidance.

His philosophy is simple: thoughtful planning today can help create greater financial clarity tomorrow.

Kevin lives in the Bay Area with his two children, Parker and Sydney. In his free time, he enjoys travel, helping others, and improving his golf game.

A More Personal Approach to Financial Planning

Kevin Olison takes a hands-on, relationship-driven approach to working with clients. Rather than expecting every client to come into an office, he often meets with clients in their homes to provide a more personal and convenient experience. Based in the San Francisco Bay Area, Kevin works with clients throughout California, including Southern California, and also travels out of state as needed.

Our Services

 

Elder Care Planning

Helping families navigate the financial and planning challenges that often accompany caregiving decisions. Our goal is to provide guidance that supports both financial stability and family well-being. Book a Meeting
 

Wealth Management

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing.
 

Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested?
 

Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they’ve passed.

Start Building Your Financial Roadmap

A clear financial plan can help bring structure and confidence to your financial future.
Whether you are preparing for retirement, managing investments, or planning your financial legacy,
 a structured strategy can help you stay focused on what matters most.

Schedule a Meeting

Latest Insights

Explore articles and insights designed to help you stay informed about financial planning,
investing, retirement strategies, and important financial decisions.

When the Headlines Keep Changing, Your Strategy Shouldn’t

Kevin Olison |
Categories
Investments
Finance
Risk Management
It rarely starts calmly. A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour. And with every new development, there’s that quiet pressure in the background: Should I be doing something right now? That feeling is common. It’s also where many investment decisions start to drift off course. The Problem Isn’t the Headlines—It’s the Speed Market-moving news has always been part of investing. What’s changed...

A More Flexible Way to Think About Retirement

Kevin Olison |
Categories
Retirement
Finance
Lifestyle
Risk Management
Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty. It sounds reasonable. But research suggests it's not how retirement actually works — and planning around that assumption might create more anxiety than it prevents. The Retirement Fear That Can Hold People Back Running out of money consistently ranks as one of the top retirement fears in national surveys.¹ That fear is understandable. But...