The OODA Loop

Observe. Orient. Decide. Act.

The U.S. Air Force developed a four-step iterative feedback model during the Korean War to enhance decision making. The “OODA loop” has since become a leading decision-making framework – codified by the U.S. military and adopted by businesses globally:

1. Observe the situation

2. Orient to possible options

3. Decide on the appropriate course of action

4. Act on that decision

If it’s good enough for the U.S. military, it’s good enough for us.

Observe: First Meeting

Observation goes both ways. We’ll get to know you and your financial objectives and concerns. You get to know us and determine whether we may be the team you’re looking for.

Orient: Second Meeting

We’ll reconvene and deliver detailed recommendations, tailored advice, and (hopefully) creative ideas

Decide: Third Meeting

The ball is in your court. The floor is open for you to ask any remaining questions and decide if you want to work together. If so, we’ll begin a streamlined onboarding process. If not, we’ll part as friends.

Act: Implementation & Ongoing Monitoring

John Doerr said, “Ideas are easy. Execution is everything.” We meet with clients as frequently as quarterly or as seldom as annually while monitoring everyone’s plan daily to pursue flawless execution. We act continuously on the agreed upon plan rather than react to the stock market, headlines, etc.