Black Oak Wealth Management, Inc.

Please select a service to make a booking.

Interested in Becoming a Client

Are you considering replacing your existing financial advisor?
Is there a lot going on in your financial life and you’re ready to get a plan in place?
Are you looking for someone to take over managing your investment accounts?

(30 minutes)

4Clients: Annual Review or other Investment Account Review

For existing clients:
If you’re ready to schedule a review meeting, sign up for a 60 minute call or meeting.

If you want to do a screen share for help on your 401(k) recommendations or any other type of quick check in, sign up here.

(1 hour)

4Clients: Update or Develop Financial Plan

Update or develop your financial plan w/ a 60 minute call or meeting.

(1 hour)

4Clients: Other

Other Service Items…
Beneficiary Updates, miscellaneous questions, etc.

(30 minutes)

I’m Another Advisor

If you want to talk about following:

Business and career coaching
Learning how to set up your own firm
Transitioning to your own RIA
Attracting younger clients
Building an online brand
Social Media and Press Strategy
Picking my brain

If you want to schedule a meeting to consider the possibility of coming on board with Black Oak, the please call me directly at 336-803-2825

(1 hour)
$ 3,000.00

Media or Speaker Request

Are you one of the following?
A reporter or journalist looking for a quote
You want to collaborate for a project
You’re interested in having me speak at your next event.

(30 minutes)

Friends with Phil

Are we friends?
Did I send you here to set up a phone call with me?
Let’s get together!

(1 hour)