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White Oak Financial Planning, Inc. is no longer
accepting new clients.

Here are two good resources for finding fee-only financial planners in your area: www.garrettplanningnetwork.com and www.napfa.org.


Financial Planning Organizations

  • Certified Financial Planner ( CFP ) Boards of Standard  http://www.cfp.net
    Information about Certified Financial Planner (CFP) licensees and the financial planning profession, including what it takes to become a CFP and tips on how to select a financial advisor.

  • The Garret Planning Network, Inc.  http://www.garrettplanningnetwork.com
    An international network of professional Fee-Only (no commission) financial advisors dedicated to serving people from all walks of life and income levels on an hourly, as-needed basis.

  • National Association of Personal Financial Advisors (NAPFA)  http://www.napfa.org
    Information about NAPFA and Fee-Only financial planners, including why choose a Fee-Only financial advisor.

General Financial Information, News & Tools

College Planning & Financial Aid

  • College Board Online - The College Board Library  http://www.collegeboard.com
    Student and parent information. College planning news, tools and resources.

  • Federal Student Aid Guide & FAFSA Application  http://studentaid.ed.gov/pubs
    U.S. Department of Education’s financial aid resources including applications and guides for the Free Application for Federal Student Aid (FAFSA).

Estate Planning

  • Nolo.com  http://www.nolo.com
    Wills & Estates section includes articles & Q&As on estate planning basics & documents.

  • CCH Financial Planning Toolkit  http://www.finance.cch.com
    Discussions on estate planning and tax planning issues.  Variety of online financial calculators.


Senior Issues


Other Interesting Websites


Mary Alice Fellers and White Oak Financial Planning, Inc. does not endorse, approve, certify, or control these external websites and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses.  Use of any information obtained from such websites is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness.  Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Mary Alice Fellers or White Oak Financial Planning, Inc.

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