Broker Check
White Oak Wealth Partners

Our 5 Point Vision

A Disciplined Process to Explore, Analyze and Proactively Address Every Aspect of Your Financial Picture

White Oak Wealth Partners - Process

White Oak Wealth Partners utilizes a disciplined, holistic process designed to help address every aspect of your financial picture. This begins with a series of conversations that examine your personal goals, dreams and values to help us get to know you as a person. This specialized approach is based around the Five Points Vision:

Phase 1: Cash Flow

Explore cash management strategies to help better manage your cash flow and control where your money goes.

Phase 2: Risk Management

Carefully manage risk to help protect you, your business and your future from unexpected financial and life events.

Phase 3: Investment and Retirement Planning

Personalized retirement and investment plans that assess the need for investment income, growth and preservation.

Phase 4: Family and Fiduciary Responsibilities

Comprehensive financial plans include coordination with professional partners to review and evaluate wills, trusts, and educational accounts.

Phase 5: Estate & Legacy

Build a powerful personal legacy with thoughtful tax planning, charitable giving strategies and business success planning.

We believe it is important to put our client's best interests at the forefront of everything we do. Our business model eliminates conflicts of interest and gives us the freedom to offer you advice that we believe is truly objective.