Our Process



At White Oak Wealth Partners, we believe it is essential that we learn who our potential clients are and what they are really looking for. We make it a point to spend the required time upfront to really get to know new clients to ensure that the relationship gets off on the right foot and that the initial plans that we put in place are the correct ones.

We start by listening and build our curiosity into our process. We try to ask great questions to get our clients to open up. Once we get some initial information, only then do we explain our comprehensive planning process.

We guide clients through a process to get financially organized, explore the possibilities to set realistic and achievable goals, and then formulate the tactics to work towards those goals – while recognizing what clients need to really help them make progress along the way!




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