For life transitions:
Life’s transitions can often mean a change in goals or new goals. Sometimes the reality of a life change comes crashing in due to an untimely death, separation or a forced retirement. Sudden changes often have a dramatic impact on our lives and our sense of certainty changes. This is even true when sudden changes, such as receiving an inheritance or other sudden windfalls, come into life. What we planned is no applicable and adjustments need to be considered carefully, and with expertise. As the old saying goes, the only thing that is certain is change.
Many well-meaning people offer advice when their friends and relatives are going through a life transition, and this is good. At the same time many rely on objective advice they get from third parties such as a credentialed fee-only advisor who has no personal axe to grind. Getting advice from may different sources can be frustrating and prevent one from taking a solid course forward.
Whatever your goal, the White Oaks’ team, comprised of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, Certified Public Accountant (CPA) and a Chartered Financial Analyst® (CFA®), with over 75 yeas of combined experience, can bring all the parts of your plan together in a comprehensive way. White Oaks provides fee-only financial planning and wealth management services from our offices in the Minneapolis-St. Paul, MN metro area and the Sarasota, FL metro area. As trusted advisor, White Oaks serves a broad base of clients throughout the county.