WHAT I DOI simplify the complexities of wealth. Using a decade of tax and financial planning experience, I'll help you manage the most dynamic and obscure parts of your financial life. My expertise combines the holistic understanding of financial planning and deep knowledge of tax so we can work together to create a plan that works for you. I'll give you the information and tools to make informed decisions on the path towards reaching your life goals.WHO I WORK WITHYou are a key corporate executive, closely-held business owner, or wealthy individual. You have investable assets of $2-20 million and your financial life is complex. That complexity may come from multiple factors, such as your investment strategy, your equity compensation, your taxes, or other financial considerations, and you do not have the expertise, interest, or time to manage it. You have a nagging feeling that your financial plan can be stronger, but you aren't sure what to do. You want a partner to provide and coordinate expert guidance on specific actions you can take to strengthen your financial plan.HOW TO CONTACT MECall me at 612.455.6909 or email me at laura@whiteoakswealth.com.OUTSIDE OF WORKWith my time outside of the office, you can generally find me at a local brewery with my husband, Dan, at the dog park with our yellow lab, Gus, or trying new recipes from my favorite food bloggers. I'm also a passionate supporter of Gopher Athletics (Ski-U-Mah!) and an avid reader (yes, I still borrow books from the library). My guilty pleasure is a daily Peloton workout, even if it's just a quick meditation or stretching class.Wealth ManagementFee-Only Financial PlanningFiduciaryFinancial ManagementRetirement Planning401(k) ManagementIRA ManagementRoth IRA ConversionsTax PlanningTax OptimizationInvestment ManagementAlternative InvestmentsPassive InvestingSocially Responsible InvestingESG InvestingInvestment StrategyFamily Office ServicesEmployer Benefits ManagementTrust ServicesTrust PlanningDeferred CompensationCollege Planning529 PlanningEquityInheritanceWealth TransferSudden WealthStock Option StrategyEstate PlanningSpecial Needs TrustInsurance AnalysisOffshore Investing
