White Oaks Offers Online Appointment Scheduling

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Stop phone/email tag now. White Oaks' clients and prospective clients can now schedule meetings online.

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Online appointment scheduling removes a significant barrier and helps us fulfill our mission of 'Simplifying the Complexities of Wealth' for our clients.

In an effort to simplify the ability to connect with an advisor the White Oaks companies have introduced online scheduling for the benefit of clients and prospective clients. One can now simply visit http://www.whiteoakswealth.com or http://www.whiteoaksinv.com and select the Contact page which displays a button to click and schedule a meeting. White Oaks offers a menu of meeting types to select from and the real time booking process guides one through each step with ease. Forget about the back and forth emails and phone calls to get a meeting time established, this will allow an individual direct viewing access to the White Oaks' staff calendar availability. After selecting a time, an email confirmation will be sent and there is even an option to cancel or reschedule. Online scheduling puts the control in our client's, and prospective client's hands; where it should be.

In discussing the new technology Sharon Bloodworth, President of White Oaks, said “being accessible, to our clients and those interested in learning more about our services, is a top priority. Online appointment scheduling removes a significant barrier and helps us fulfill our mission of 'Simplifying the Complexities of Wealth' for our clients”.

Founder Bob Klosterman is also supportive of the move. “The continuous back and forth of when and who is available via phone or email is greatly diminished with online appointment scheudling. Now there is visibility to availability easily. Clearly it is time to 'stop the madness' of phone and email tag. This is already increasing our efficiency and effectiveness in delivering advice. ”

White Oaks Wealth Advisors, Inc. and White Oaks Investment Management, Inc. are private, fee-only Wealth Management and Family Office firms within Minneapolis, MN and Longboat Key, FL that specializes in simplifying the complexities of wealth for upper net worth individuals. The firm offers an advisory team with over 60 years of experience in areas such as retirement planning, investment advice and management, family office services, estate planning, tax planning, stock option exercise, charitable gift planning, qualified plan distribution planning, and many other issues that individuals face in meeting and achieving their financial security goals. White Oaks Wealth Advisors, Inc. has been honored by having team members listed on the "Top 250 Financial Advisors" by Worth Magazine, “Top Dog's” by Bloomberg Wealth Manager, "5 Star Advisor" by Paladin Registry, "WiserAdvisor.com", "Best 150 Advisors for Doctors" by Medical Economics and "100 Top Advisors" by Mutual Funds Magazine.

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Michaela Larson
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