Wealth Management & Financial Therapy for Women and Couples

Oaks Wealth Management helps you to Do Money Better with a formula that digs deeper than traditional financial planning. While many advisors focus on current financial data, we believe that a comprehensive understanding of a client’s entire financial journey is essential.

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Do Money Better with OWM

The Proven Equation for Wealth

By uncovering your unique variables

we create a customized plan

Our formula incorporates a deep dive into personal history, from childhood experiences to marital milestones, to uncover unique financial patterns and values. By integrating these personal narratives with financial data, we create highly personalized plans that truly optimize wealth and well-being.

Long road with canopy of old live oak trees draped in spanish moss.

The Do Money Better Formula explained:

Understanding Your Money Habits and Beliefs:

We start by discussing your financial history—your successes and challenges—to identify patterns and beliefs that influence your decisions. This practical focus helps us understand how you manage money and why.
Financial therapy isn’t just a step; it’s our approach. By first exploring your financial behaviors and building trust, we can later explore the reasons behind your decisions. This holistic understanding shapes the personalized financial strategies we create with you.

Customized Financial Strategies:

Based on your unique money story and financial goals, we create tailored strategies that work for you. These strategies aren’t just about maximizing returns; they’re about ensuring that your financial decisions support your overall well-being.

Ongoing Support and Guidance:

Your financial journey is ongoing, and so is our support. We regularly revisit your plan, adjusting it as your life circumstances change, and continuing to work with you to address your financial needs but also enhance your overall quality of life.

A Healthier Financial Life

By choosing to "do money better" with us, you're not just planning for a more secure financial future; you're transforming the way you think about and interact with money. This process allows you to make more informed decisions, experience less financial stress, and ultimately enjoy a more fulfilling life.

The barriers to seeking out financial advice from a third party

Marie eats lunch every other month with some old college friends. The table small talk usually centers around their jobs, their partners, their kids and the still remarkable fact that they aren’t thirty anymore.

How can you determine if your aging parents have enough savings to fund their silver years?

The term sandwich generation — first coined by two social workers in the 1980s — may sound light-hearted but the responsibilities of those who are caring for both parents and children can often feel like a vice grip.

Expectations vs reality when working with your financial advisor

It happens every year. In January, we make our resolutions. They may be small ones but most often they are sweeping. We are going to lose 20 pounds, completely declutter our house or learn Spanish in 30 days so we can chat with the locals on Spring Break.