Business Owners
Your wealth (and worth!) is more than your business! Build wealth outside of it and focus on what truly matters: faith, family, and friends.
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Physicians & Healthcare
Time is your most valuable asset. After years of education and long hours, don't spend your free time moonlighting as a wealth manager.
Retirees or Seniors
Retirement is for faith, family, and friends, not stressing over the markets. Delegate wealth management tasks and live life to the fullest.
Major Milestones I Specialize In
Early Retirement or Financial Independence
Financial freedom buys time, not things. Delegate the stress of wealth management to a pro so you can invest in faith, family, and purpose.
Getting Married and Starting a Family
Align your finances with your values early. Delegate the money stress so you can focus on faith, family, and friends.
Retirement Planning
Don't let retirement planning steal your peace. Delegate the strategy to a pro so you can focus your future on faith, family, and friends.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
At SageOak Financial, my mission is to help you achieve true financial freedom and peace by removing the stress and uncertainty of managing your wealth. We believe that sound financial planning shouldn't be overly complicated. What truly sets our firm apart is that our advice is rooted in timeless wisdom, often drawing on biblical principles for those who share that background, while strictly backing our strategies with decades of peer-reviewed research in financial science. We never rely on confusing industry jargon. Furthermore, as a fee-only fiduciary, I do not sell products or accept commissions; my sole objective is to serve your best interests and ensure your financial plan aligns with your deeply held values. I work closely with individuals and families who want to completely delegate the heavy lifting of their financial lives. Whether we are building a customized, low-cost, and tax-efficient investment portfolio, or handling comprehensive wealth management, our process is structured and evidence-based. I act as your financial quarterback, providing education, confidence, and a clear framework for long-term stability. When you partner with me, you can expect radical transparency, proactive communication, and a personalized approach for every season of life. Ultimately, clients who work with me can expect to experience less financial stress, giving them more time and energy to focus on what matters most: their faith, their family, and their friends.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.