Red Oak Asset Management

About Red Oak Asset Management

At Red Oak, you are the asset. By combining your dreams with my expertise as a registered life planner and certified financial planner, I can help you find the best way to get where you want to go. I believe that money is not the asset – you are. Money is simply the fuel to power your life engine. Regardless of your current financial situation, you deserve guidance to make it work for you. By learning about you and your dreams, I can help you make plans to realize those dreams. Our process is collaborative, bringing together your life goals with my 30 years of professional experience. Initially, I meet with you for a half hour to see if our ways of looking at financial life goals are compatible. There is no charge for this meeting. We discuss your life dreams and find out if you are really interested in creating a financial life plan with me. After this initial meeting, we are ready for the next step. I will ask you to work out your answers to three life questions. We review your answers and your financials, and then settle down to co-create your financial life plan. Your financial life plan will give you a map for bringing your financial dreams into your present life. We then set up a series of meetings to discuss the questions that will come up as you live out your dreams.

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