individual & family financial planning

Who We Help

A Financial Strategy That’s Clear, Not Confusing

At Great Oak Wealth Management, we focus on what we do best—helping people like you make smart, confident financial decisions. Our services are thoughtfully crafted for individuals and families who want personalized guidance, clear strategies, and a plan that grows with them. When we work with people who are on that same page, we’re able to deliver the most value—and that’s a win for everyone.

Which one sounds like you?

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High Net Worth Financial Planning

How We Help High Income Earners

When your income and assets grow, so does the complexity—and that’s where we come in. We help high income earners optimize taxes, manage equity comp, align investments with big-picture goals, and build lasting wealth without the guesswork. From planning your retirement to supporting future generations, we help you make intentional, confident financial decisions.

Financial Planning for Doctors

How We Help Doctors Physicians, & Therapists

Between student loans, demanding schedules, and complex compensation packages, doctors need planning that’s as smart and precise as they are. We help you navigate tax strategies, build investment plans that match your lifestyle, and make the most of your income—without the overwhelm.

Financial Planning for Couples & Families

How We Help Couples & Growing Families

Whether you’re juggling careers, college savings, or conversations about retirement, we help couples align their financial goals and simplify decision-making. From budgeting to long-term planning, we’ll help you build a strong financial foundation—together.

Wealth Management for Executives

How We Help Executives & Professionals

Your compensation isn’t just a salary—it’s bonuses, RSUs, equity, and complex benefits. We help you unpack it all and build a plan that turns those tools into real, lasting wealth. With tax-smart strategies and investment guidance, you’ll have clarity, not confusion, about your next steps.

Financial Planning for Business Owners

How We Help Business Owners

You wear a lot of hats—so let us handle the financial planning. From business succession to tax strategy to balancing personal and business goals, we help entrepreneurs make smart decisions that support long-term success and personal wealth growth.

Financial Planning for Divorce

How We Help Divorcees

Divorce brings emotional and financial uncertainty—and we’re here to provide calm, clarity, and confidence. Whether you’re recently divorced or have been for years, we’ll help you understand your options, rebuild your financial plan, and create stability for your next chapter.

Financial Planning for Widows

How We Help Widows

Loss brings overwhelming changes. We provide steady support and thoughtful planning to help you feel grounded as you move forward. From managing inherited assets to updating your financial plan, we’re here with clarity, compassion, and care.

Our Process

The first step towards financial freedom is scheduling your free introductory meeting. The first chat is always on Zoom, then we can decide to meet in person later on.

Based on our initial meeting, we’ll determine the full scope of our relationship, and work alongside you to create a financial plan based on your individual needs.

As we work together, we’ll make sure to stay on task, track your progress and growth, and make adjustments as needed.

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.

Communication, flexibility, transparency.

We communicate with you every step of the way. It’s a vital component of our relationship, helping us cater to your unique needs.

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