Process

Oak Wealth Management Inc.,’s Ideal Life Planning Process is based on seven "branches."  These "branches" are separate areas we assist our clients with and will be drawn upon to support, focus, and guide us through your Ideal Life.  As you know, life is not static. Things change over time: priorities, goals, hopes, and dreams all can change multiple times over your life time.   Some are expected, some are not, but regardless, you absolutely must have a plan that can integrate all of the pieces and adjust as your environment, needs and goals change.