let's meet
It starts with a conversation—casual, virtual, and all about you. Fill out our contact form, and we’ll schedule a Zoom meeting to learn about your goals, challenges, and what’s on your financial to-do list. No pressure, this is a chance to see if we’re the right fit.
Develop the Plan
If we move forward, we’ll dive deep into your full financial picture. This is where we build your custom strategy—from investments to retirement planning to taxes. We create a plan that’s personalized, clear, and tailored to fit the life you want to live.
Stay on Task
We give you an action plan (complete with timelines and checklists) so you always know what to do next. We’re here to answer your questions, clarify your next steps, and help you implement each part of the plan with confidence.
Watch Your Finances Thrive
As we put the plan into motion, you’ll start to see real progress—and fewer financial question marks. We help you keep momentum going and your wealth growing.
Review + Monitor
Life doesn’t stand still—and neither should your financial plan. We check in regularly (determined by your chosen level of support) to track your progress, adjust your strategy, and make sure your finances and wealth are working for you.
Ready to find financial clarity?
Our promise
Clear Communication. True Flexibility. Total Transparency.
We believe strong financial planning starts with real conversations—and that means keeping you in the loop every step of the way. Whether it’s answering your questions, adjusting your plan, or just checking in, communication is at the heart of everything we do.
Frequently Asked Questions
How Often Will My Financial Plan Be Reviewed?
We review financial plans regularly. Think of it like tuning up your car to ensure it runs smoothly and keeps you on track.
Here are typical review schedules:
Annual Full Review (at least once a year)
- Like an annual physical checkup for your finances
- Assess all investments, goals, and life changes
- Update projections and adjust strategies
Quarterly Check-ins (every 3 months)
- Quick progress updates – similar to checking your speedometer on a road trip
- Review market performance and any immediate concerns
- Make minor course corrections if needed
Triggered Reviews (as life happens): You should also review your plan when major life events occur:
- Marriage, divorce, or new child
- Job change or significant income shift
- Receiving an inheritance
- Health issues
- Market volatility concerns
The key is to think of your financial plan as a living document, not something you create once and forget about.
What if I always want to meet in person?
We value face-to-face relationships! While our initial consultation is a quick virtual meeting, all subsequent meetings can be in person at our Pottstown or Malvern offices. Many clients find this blend gives them the best of both worlds: the convenience of a first virtual meeting to determine fit, followed by the personal connection that comes from sitting across the table when discussing their financial future. This approach helps us build stronger, more successful planning partnerships.
Can I Make Changes To My Financial Strategy?
Changes to your financial strategy are not just possible; they’re expected and healthy.
Why Changes Are Normal
Your financial plan should evolve as life happens:
- Income increases or decreases
- Family size changes
- Goals change (buying a home, starting a business)
- Market conditions fluctuate
- Health situations arise
The key is flexibility. Your financial plan is a living document that should adapt as your circumstances change. Regular reviews (quarterly or annually) help ensure your strategy stays aligned with your actual life.
Where are you based?
Great Oak Wealth Management is rooted in northern Chester County, Pennsylvania, Like an oak spreading its reach, our services extend to clients nationwide through convenient virtual meetings.
Are you asking yourself
Should I do Roth ConversionS?
I created a free flowchart breaking down this financial move for you. Sign up for my email list, and it’ll be in your inbox.