Doug Oosterhart (CFP®)

Doug Oosterhart focuses in the
following client markets or areas of practice:

  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

LifePoint Planning and Doug Oosterhart specialize in low-cost, globally diversified, and behavioral driven investment management and financial planning strategies. The firm's typical client is one that values a long-term relationship with an advisor that gives expert guidance and is someone that understands the success of their retirement is too important to be doing it themselves. LifePoint Planning uses Nobel Prize-winning research to help clients invest to meet their goals.

the firm believes that financial planning and investment management should be:

  • Simple, yet sophisticated
  • Low-cost, globally diversified
  • Behavioral driven (avoid big mistakes that are a part of human nature)

Additional Information

Doug Oosterhart is the Founder of LifePoint Planning, a firm that serves clients across the United States. Mr. Oosterhart is a graduate of Michigan State University where he earned his Bachelor of Arts in Finance. He earned his CFP® designation at the age of 25, becoming one of only about 5% of CFP® practitioners under the age of 30 at the time. He started in the industry at age 20, and after a number of years with a large insurance carrier, he decided to start his fee-only financial planning firm. Doug believes in planning first - meaning that a solid plan comes before any type of investment strategy. He believes that the investment portfolio is only the funding medium FOR the plan. Doug's core philosophies are: Control the controllables. Simplicity is the ultimate sophistication. Life happiness and fulfillment is a primary goal of financial planning. Speak bluntly and truthfully, coaching clients with what they *need* to hear vs. what they *want* to hear. Otherwise, why should they hire you?

NAPFA Start Date

May 14, 2019


This Office

41000 Woodward Ave East Bldg Ste 350 Bloomfield Hills, MI 48304-5130 Phone: (844) 505-3618