Professionals have significant demands on their time and carving out the space to develop their long-term financial plan often takes a back seat. Some will justify their lack of personalized financial planning with the belief that they will work “forever” but, too often, the circumstances may change, closing that avenue of financial security. Still, others are longing to see the day when they can either slow down or begin a new, more relaxed, chapter in their lives. The common factor is the desire to be independent from the need to rely on employment as a means for meeting one’s day to day needs. A coordinated financial plan, from a fee-only financial advisor, can deliver a true peace of mind. Of course, some may never retire because they love what they do. Their problem is they still have plenty of resources if life throws them a curve.
On one hand, White Oaks understands the pressure for billable hours or other metrics, and on the other hand, knows some planning will help provide peace of mind. White Oaks’ financial planning process is designed to keep the process moving ahead effectively, and in the long run, saving time and energy.
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 comprehensive financial plan together in a comprehensive way.
White Oaks serves professionals from all over the country from our offices in the Minneapolis-St. Paul, MN metro area and the Sarasota, FL metro area.