Financial Clarity for Families Who Are Done Feeling Overwhelmed
You work hard, care deeply about your family’s future, and make smart decisions—but managing your finances still feels overwhelming. Between debt, competing priorities, and investment decisions you don’t fully understand, you’re not sure if you’re on the right track.
Here’s the truth: the financial services industry profits from keeping you confused. Jargon, hidden fees, and cookie-cutter advice that doesn’t fit your life.
You don’t need another product. You need a collaborative partner who listens, understands what matters to you, and helps you build real financial confidence.
Amanda Bateman, CFP® | Oak & Co. Financial
Securities offered through LPL Financial, Member FINRA/SIPC
Your Partner From Confusion to Clarity
As a CERTIFIED FINANCIAL PLANNER® practitioner with over a decade of experience advising hundreds of clients, I’ve learned one thing: complexity and overwhelm are the real obstacles to financial freedom.
I help families and business owners cut through the noise and build plans that actually work for their lives—whether you’re establishing your foundation or managing established wealth.
You Shouldn’t Have to Figure This Out Alone
Most people I meet feel stuck. Spreadsheets buried in email. Investment accounts they don’t understand. Juggling kids, aging parents, and career—while trying to make smart money decisions on their own.
That heaviness doesn’t lift until someone helps you see the complete picture and builds a real plan around it. Without a collaborative partner, financial stress compounds. Decisions get delayed. Opportunities pass by. And the anxiety? It doesn’t go away.
But there’s a better way.
Three Simple Steps to Financial Freedom
1
Schedule Your Clarity Call
We’ll explore what matters most to you, where you are now, and where you want to go. No pressure. No pitch. Just honest conversation.
2
Choose Your Service Level
From Financial Coaching to Comprehensive Planning to Investment Management—you pick the support that fits your season of life.
3
Build Lasting Confidence
Together, we’ll create clarity around your finances, make confident decisions, and build real momentum toward your goals.
From Overwhelmed to Confident: Your Financial Transformation
When we work together, here’s what changes:
→ Clarity—You’ll understand your complete financial picture and what it means for your future
→ Confidence—You’ll make financial decisions knowing you have expertise and partnership behind you
→ Progress—You’ll build real momentum with a clear plan and consistent accountability
→ Generosity—You’ll have the freedom to give generously to family, faith, and causes you love
→ Legacy—You’ll build something that lasts beyond you.
No more spreadsheets gathering dust. No decision paralysis. No more wondering if you’re on the right path.
Three Ways We Can Work Together
Choose the level of support that fits your needs and season of life. From building your foundation to managing complexity, you’re in control.
Financial Coaching
Building Your Foundation
Right for you if: You’re establishing habits, tackling debt, and building confidence
Financial Planning
Clarity for Your Complete Picture
Right for you if: You want comprehensive strategy across all areas of your financial life
Investment Management
Professional Portfolio Growth
Right for you if: You’re a Financial Planning client ready for professional investment management
What Makes Oak & Co. Different
- Transparency First
You’ll always know exactly what you’re paying for and why. No hidden fees. No jargon. No surprises. - Coaching + Planning
Lasting success requires both technical strategy and behavioral support. I provide both. - Partnership Over Products
I’m not here to sell you something. I’m here to partner with you through life’s biggest decisions. - Real Accountability
You’ll have someone in your corner who helps you stay on track and follow through. - You’re in Control
You choose the level of support that fits your needs and season of life.
Ready To Stop Wondering And Start Knowing?
Let’s talk about where you are, where you want to go, and how we can partner to get you there.
Schedule your Clarity Call—No pressure. No pitch. Just honest conversation about your financial future.
Oak & Co. Financial 