Financial Planning for Women Ready to Take
Control of Their Financial Future
Before, during, and after life’s big changes
At Yellow Oak Financial Planning, I bring together financial planning and tax experience with a personal understanding of what matters to you. I work with women navigating life transitions, building greater financial independence, or wanting more organization and control over their money. Whether you’re preparing for a change, in the middle of one, or ready for your next chapter, I help you understand your options, create a plan that reflects your priorities, and keep building on it as your life evolves.
About Yellow Oak
Financial planning that respects your story, reflects your values, and supports your independence
At Yellow Oak Financial Planning, I bring together financial planning and tax experience with a personal understanding of what matters to you, because I’ve started over myself. My clients are women seeking greater financial independence, a more organized approach to their money, or guidance through important financial decisions. Whether you’re preparing for a change, in the middle of one, or ready for your next chapter, I help you understand your options, create a plan that reflects your priorities, and keep building on it as your life evolves.
Our Mission
“At Yellow Oak Financial Planning, our mission is to help women gain financial clarity, strengthen their independence, and take control of their financial lives through personalized, values-driven planning”
By integrating tax expertise with comprehensive financial planning, we help women understand their options and make informed decisions through life’s transitions and beyond, with care, integrity, and clarity.
Our work centers on creating financial plans that reflect each woman’s goals, values, and circumstances, providing structure for today’s priorities and direction for the future she envisions.
Our Vision
We envision a future where women have the knowledge, support, and freedom to shape their financial lives on their own terms.
At Yellow Oak Financial Planning, our vision is to become a trusted partner for women navigating life’s transitions or pursuing new possibilities. Through personalized guidance rooted in financial and tax expertise, we bring perspective and structure to complex financial questions, helping women align their resources with their priorities and build a future that reflects their values and ambitions.
Our Core Values
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“Work for Life, Not Live to Work”
We believe financial planning should support your life, not overwhelm it. This philosophy guides how we serve clients, set boundaries, and build strategies that empower freedom, balance, and joy.
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“We Make It Make Sense”
No jargon. No overwhelm. Just straightforward advice, explained with patience and care—so you can actually understand your financial life and feel good about your decisions.
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“Financial Planning That Feels Personal”
We believe financial planning shouldn’t feel exclusive or intimidating. We’re here to make it accessible, practical, and tailored to your real life, on your terms.
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“Built to Last”
We don’t do cookie-cutter planning. Every strategy we design is thoughtful, flexible, and backed by deep tax and financial expertise, so it can grow and evolve with you.
Our Services
We are putting the finishing touches on planning services designed around the questions women ask most, from getting organized to planning for what comes next.
Full service details coming soon. In the meantime, book a free consultation, and we’ll talk about which areas fit you best.
Financial Planning, Built Around Your Priorities
Who We Serve
I’m a woman working alongside women navigating life transitions, pursuing greater financial independence, or seeking a more organized approach to their money. From divorce, widowhood, or single motherhood to new personal and professional milestones, I bring financial and tax expertise to the decisions ahead. Whether single or married, our clients value a planning partner who respects their experience, understands their priorities, and works alongside them.
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Every woman’s story is different, but many of the women I work with share one thing: a big change that’s coming, happening now, or already behind them. If you see yourself here, or somewhere in between, you’re in the right place
Current States: I work with women in South Carolina and in other states where Yellow Oak Financial Planning is registered or exempt from registration. Wondering whether we can work together? Schedule a consultation, and we’ll find out.
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Preparing for a divorce, going through one, or starting over after it
Widowed and taking on the finances alone, often while grieving
Single mothers and heads of household building a life on one income
Caregivers who suddenly need to take over the family finances
Independent by choice, including women who run their own businesses
Married and keeping their own finances, because independence matters
We Assist With
Details coming Soon
Contact Us
Connect with Us Today!
Financial planning can be stressful at times. But worry not. I am here right beside you to provide you with a secure and organised financial freedom.
Email: contactus@yellowoakfp.com
Phone: 864-432-6922