You’re on the calendar.

I’m looking forward to our conversation.

Check your email for the details. I’ll also reach out via text within 24 hours so you have a direct line to me before we meet.

Between now and our call, two things worth exploring:

The Acorn is Oak & Co.’s blog, where I write about real financial decisions in plain English every week. No jargon, no pitch. Just honest perspective. Read it at oakcofinancial.com/blog.

The Oak & Co. Letter goes out on the 27th of each month. It’s a short, conversational note with one financial thought worth sitting with. Sign up below if you’d like to be on it.

See you soon.

Amanda Bateman, CFP® | Oak & Co. Financial