AI in Financial Planning: A Compliance-First Approach
As a financial advisor and therapist, I've moved beyond AI experimentation to daily practical application within strict regulatory frameworks. This isn't about replacing professional judgment with algorithms; it's about responsibly augmenting expertise while maintaining the privacy and human insight that clients deserve.
A Decade of Oaks Wealth Management
Jonathan Kolmetz reflects on ten years of Oaks Wealth Management, a fee-only firm built on holistic financial planning and financial therapy for women, couples, and families.
Why Getting Financial Advice Feels Hard, and How to Find the Right Fit
Many of us carry a quiet list of financial tasks we know we should get to, and that list tends to grow right when life feels busiest and the stakes feel highest. This piece looks at the real reasons so many people hesitate to seek advice and why the decision comes down to fit and culture.
How to Know If Your Aging Parents Have Enough Savings for Their Silver Years
A guide for the sandwich generation on understanding your aging parents' finances, starting the conversation early, and building a plan that brings peace of mind.
What to Expect When You Work With a Financial Advisor
Setting realistic expectations with a financial advisor means measuring progress in less anxiety, better sleep, and stronger communication, not just net worth.
How Much Time Should You Spend Managing Your Finances Each Month?
Most of us spend more time picking something to watch than reviewing our own finances, and that gap tends to grow right when life gets more complex. In this piece, Jonathan Kolmetz walks through how much time your finances really need at each stage of life.