Winding down my practice and retiring has come much earlier than expected. I've spent the past year and a half helping each of my clients make a smooth transition to their new planner. Now that all transitions are complete, I wanted to again thank you, my clients, for entrusting me with your financial planning.
I sincerely appreciate the confidence you placed in me as your advisor. It has been a pleasure and privilege working with you. I would also like to thank my colleagues, especially those in the Garrett Planning Network (GPN) for their wonderful support and for providing an invaluable sounding board for its member advisors when needed.
I sincerely appreciate the confidence you placed in me as your advisor. It has been a pleasure and privilege working with you. I would also like to thank my colleagues, especially those in the Garrett Planning Network (GPN) for their wonderful support and for providing an invaluable sounding board for its member advisors when needed.
Services
Mary Alice Fellers, CFP(R), is founder and Principal of White Oak Financial Planning, Inc. When you become a client, Mary Alice will work closely with you in an effort to provide the clarity and direction you need to make informed financial decisions - and realize a stronger financial future. Like most people, you are busy with work, family, and life issues.
White Oak Financial Planning can help you figure out where you are financially today, determine how you can get to where you want to be in the future, and enjoy the journey along the way. Anyone looking for financial peace of mind can benefit from working with a professional financial advisor either periodically or on a regular basis.
White Oak Financial Planning offers fee-only financial planning and advice on an as-needed project basis. Whether you are seeking help to develop and manage a lifelong financial plan, or consultation on a specific issue, our flexible needs-based model allows you to choose the level of service that's right for you.
I have already accumulated substantial assets and think I am doing quite well. But as I progress and build for the future, things seem to be getting more complicated. I want to be sure I am on track, but I don't always have the time or inclination to manage the myriad details by myself. Can you help me?
As your financial coach and consultant, we help eliminate information overload and focus on what is important to you based on your values and goals. We want to increase your peace of mind by serving as a trusted, objective partner that will help you stay on track to reach your financial goals. Your financial well-being is a lot like your health.
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