Dear Clients & Colleagues,
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 truly appreciate the breadth and depth of knowledge you all so willingly share.
Since 2004, my connection to GPN has provided the resources, tools, and camaraderie that made it possible for me to build a meaningful practice and to serve clients as I would want to be served. My gratitude goes to Sheryl Garrett for her vision and to all of the network members who make that vision a reality.
Mary Alice Fellers, CFP®
White Oak Financial Planning, Inc. provides individualized, objective financial planning advice. As your planning partner, we assist you in finding solutions for the financial issues that go along with the challenges and opportunities in your life.
Peace of mind comes from having a plan in place and using it as your framework for making informed financial decisions. Our planning process empowers you to take control of those everyday financial decisions, placing you on the path to long-term financial well-being.
Our flexible “as needed” approach means you are able to select the financial planning services that are right for you, at a time that is right for you. At White Oak Financial Planning, we have no minimum investment value, net worth, or income requirements. Whether you wish to pursue comprehensive planning or need direction on a specific area in your financial life, we can work with you to design strategies and solutions that meet your precise needs and are consistent with your values and goals.
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As fee-only client fiduciaries, we work solely for you. There are no commissions, sales incentives, or referral fees to influence our recommendations. Nor are you required to turn over your assets for management. Potential conflicts of interest regarding compensation are removed.
All content on this site is for informational purposes only. Opinions expressed herein are solely those of Mary Alice Fellers, Principal, White Oak Financial Planning, Inc., and her editorial staff. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Links to other sites can be accessed through this website. The information on these other sites are created, posted, and maintained by entities that are independent of White Oak Financial Planning, Mary Alice Fellers, and whiteoakfinancialplanning.com. Mary Alice Fellers does not endorse, approve, certify, or control these external websites, and does not guarantee or assume responsibility for accuracy, completeness, efficacy, or timeliness of content located at such websites. Reference therein to any specific product or service does not constitute or imply endorsement, recommendation, or favoring by any member of White Oak Financial Planning, Inc. Fee-only financial planning and investment advisory services are offered through White Oak Financial Planning, Inc., a registered investment advisory firm in the State of Illinois. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Illinois or where otherwise legally permitted.
All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without written permission of the copyright owner. Certain text, articles and White Oak Financial Planning, Inc. logos: © 2005-2015 White Oak Financial Planning, Inc. Mary Alice Fellers, Principal. Other text, articles and GPN logos: © 2000 The Garrett Planning Network, Inc., Sheryl Garrett, Principal. “Building Brighter Financial Futures” and “Financial Planning and Advice for Everyday Life” and “Hourly, As-Needed Financial Planning and Advice for Everyday Life… The New Choice for Smart Consumers” are GPN-trademarked slogans™.