“Your life is One of a Kind, and your financial plan should be too. Let’s create a clear, personalized plan that gives you confidence and purpose.” - Mike Milligan

Services

Financial Planning has long been about you fitting into the process of a firm; instead, I believe planning should be about YOU.  The vision you want for your life should dictate the planning process.  There are two methods to build your plan:

Two people working together at a wooden table, reviewing documents and working on laptops, with pens and a mouse on the table.

Work with a 1 oak Financial Pro

  Mike is the founder of 1 oak and the firm institutes the strategies of “The One of a Kind Financial Plan™” found in the book. 

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Person sitting on bed with tattoo on arm, reviewing a printed spreadsheet, using a MacBook displaying a financial spreadsheet and presentation on the screen, on a small wooden bedside table with a white mouse.

Do It Yourself

With your Money work with the team of CFP Professionals we have available to pay one fee for the year to audit or create a financial plan.

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If you already have assets and want to work with a 1 oak Financial Specialist, start here.