The Collaborative Financial Coach
Stop Dreaming of Wealth.
Start Building It.
For 27 years, I’ve helped individuals, families, and business owners turn financial uncertainty into confidence. With the OS5 System, we’ll create a plan that protects your savings, uncovers growth opportunities at every stage of life, and builds lasting prosperity — step by step, together.
Building Wealth Takes a Plan — and a Partner Who Believes in You.
Gain Financial Clarity
Build Lasting Confidence
Achieve Peace of Mind
Wealth isn’t built overnight — it’s built with clarity, consistency, and the right partner by your side. That’s why I created the OS5 System. It’s a structured, step-by-step approach to financial planning that combines proven strategies with personalized coaching. Together, we’ll strengthen your financial foundation, uncover opportunities, and keep you accountable to your goals.
Step 1: Partnering with OFP
True success begins with collaboration.
When you partner with Ogden Financial, you get more than a plan — you gain a coach, a guide, and a relationship built on trust. We’ll explore business opportunities, share practical solutions, and create strategies tailored to your unique goals. With a qualified practitioner and coach by your side, every step of your journey is supported.
Step 2: Opportunities with OFP
Your wealth should grow with you.
Financial planning is more than advice. Through the OS5 System, we create protected layers in your savings and uncover growth opportunities designed for each season of life. Whether you’re building a business, saving for retirement, or protecting your family, we’ll adapt your plan as your life evolves.
Step 3: Wealth Accumulation & Growth
Wealth grows through consistency and the right program.
Here, we focus on strategies that steadily grow your wealth over time. From investments to savings plans, we’ll align every decision with your long-term vision — ensuring balance, discipline, and sustainable progress.
Step 4: Accountability & Coaching
Even the best plans only work if you stay on track.
That’s why accountability is built into the OS5 System. Through regular check-ins, progress reviews, and ongoing coaching, we’ll celebrate wins, adjust strategies, and keep momentum alive. Think of me as your financial trainer — guiding, encouraging, and keeping you consistent.
Step 5: Long-Term Financial Planning
Magic happens when today’s choices create tomorrow’s freedom.
In this final step, we shift from short-term decisions to long-term outcomes. Together, we’ll build a legacy plan that protects your wealth, supports your lifestyle, and provides confidence for you and your loved ones for years to come.
The OS5 System isn’t about quick fixes — it’s about building lasting prosperity, one intentional step at a time. The best part? You don’t have to do it alone.
Start Your OS5 Journey Today!
Our Featured Blogs
What Is Financial Planning — and Why Does It Matter?
Oct. 19, 2025 | Finance 4 min read
Understand the true purpose of financial planning and how it shapes your financial future. This guide explains how setting goals, managing money, and making informed decisions can help you build security, freedom, and confidence with your finances.
Legacy Planning: Turning Your Wealth Into Wisdom
Oct. 19, 2025 | Finance | 4 min read
Explore how legacy planning goes beyond money to create a meaningful impact for future generations. Learn how to preserve your wealth, share your values, and leave behind a lasting legacy that reflects both your financial success and personal wisdom.
Understanding Risk Tolerance: How to Invest with Confidence, Not Emotion
Oct. 19, 2025 | Finance | 4 min read
Learn how understanding your risk tolerance can help you invest smarter and confident through market volatility. This guide breaks down investing, risk management, and building a balanced portfolio.
GOT QUESTIONS? LET'S ANSWER THEM!
Frequently Asked Questions
What makes Ogden Financial different from other financial advisors?
At Ogden Financial, we don’t just hand you a plan — we walk the journey with you. Matt combines 27 years of financial expertise with life coaching to create a “done-with-you” experience. Through our OS5 System, you’ll gain not just financial strategies, but also clarity, accountability, and a trusted partner who believes in your success.
What is the OS5 System?
The OS5 System is our structured, five-step framework for lasting prosperity. It focuses on Partnering, Opportunities, Wealth Accumulation, Accountability, and Long-Term Planning. Each step is designed to build your financial strength through consistent coaching and smart, personalized strategies — just like training with a coach who keeps you focused and on track.
Who can benefit from working with Ogden Financial?
Whether you’re an individual planning for retirement, a family growing your wealth, or a business owner seeking balance between personal and professional finances — Ogden Financial is built for you. We specialize in helping clients at any stage of life build confidence, structure, and peace of mind around their money.
Do I need to have a lot of money to start financial planning?
Not at all. Financial planning isn’t about how much you have — it’s about building healthy habits and strategies that grow with you. Matt’s coaching approach ensures that every client, regardless of starting point, gets a customized plan that fits their goals, values, and life stage.
How do I start working with Matt and the Ogden Financial team?
Starting is simple. You can book a short, friendly introductory call through our contact page to ask questions and see if the OS5 System is right for you. No pressure, no jargon — just an honest conversation about where you are today and where you want to go next.
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