At Oath, we believe in breaking free from distraction to embrace each day to its fullest. We believe in living a life of intention and purpose. We're committed to inspiring people to focus on what truly matters, and designing products and services that empower everyone to live richer, more fulfilling lives.
This philosophy shapes everything we do. Oath isn’t just a company; it’s a commitment—a promise to help individuals and families cut through the noise and focus on what matters most. Whether it’s creating space to spend time with the people you love, clarifying your values and goals, or removing unnecessary complexity from life’s biggest decisions, we believe that intentional planning leads to intentional living.
Through innovative products, thoughtful services, and educational resources, Oath exists to remove obstacles—so you can spend more time fully living and less time worrying. In this guide, we’ll share the story behind our name, our values, and how we’re redefining what it means to plan for the future with confidence and purpose.
At Oath, we believe in breaking free from distractions and embracing each day with intention. Life isn’t just about checking off tasks—it’s about making thoughtful decisions that shape your future and ensure security for those you love. Whether through estate planning, financial planning, or other meaningful projects, we are dedicated to helping individuals and families take control of their legacies with clarity and confidence.
Oath was founded on a simple yet powerful belief: planning should be intentional, empowering, and accessible to everyone. We exist to remove uncertainty, helping people focus on what truly matters. Our mission isn’t just about legal documents or financial strategies—it’s about designing a future that aligns with your deepest values.
From estate and financial planning to innovative projects that simplify life’s most important decisions, we are committed to creating solutions that help people prioritize what truly matters. We challenge the idea that estate and financial planning is only for the ultra-wealthy. Instead, we focus on providing practical, transparent, and effective planning for families and individuals from all backgrounds.
Oath was founded in 2010 with the goal of making estate and financial planning accessible to more people—not just the top 1%. We saw firsthand how overwhelming the planning process could be, often leaving families confused, unprepared, or burdened by unnecessary complexity. The traditional models of financial advising and legal services often prioritized transactions over relationships. We knew there had to be a better way.
What started as a small team of creative and innovative thinkers quickly grew into a nationwide movement dedicated to making planning easier, more transparent, and more impactful. Today, Oath continues to evolve, offering estate planning, financial planning, and additional services designed to simplify complex decisions while ensuring long-term security for families.
Since its founding, Oath has expanded beyond estate planning into financial planning and other strategic initiatives. Our focus has always been on integrated planning, ensuring that clients receive comprehensive guidance that aligns all aspects of their financial and legal needs.
We’ve built our reputation by breaking down barriers, making planning attainable and straightforward, and offering education-driven services through:
A holistic approach that ensures estate and financial planning work seamlessly together to create security and peace of mind.
At Oath, we don’t just provide services—we take a pledge to our clients. Our mission is not just about documents, investments, or transactions—it’s about empowering people to live well and leave a meaningful legacy.
Unlike traditional estate and financial planning firms, we are:
Our work is a promise—to help families make the most of life, free from unnecessary stress and uncertainty.
The future of Oath is about expanding our impact. As we continue to grow, our commitment remains the same:
At Oath, we believe planning should be about more than preparing for the future—it should be about living better today. That’s why we’ll continue to innovate, educate, and expand, ensuring that every person has access to the tools and knowledge they need to create a life of security, clarity, and fulfillment.
At its core, an oath is more than just a promise—it’s a solemn declaration of commitment, truth, and integrity. Throughout history, oaths have held significant weight in legal, personal, and societal contexts, serving as a binding agreement that upholds accountability and trust.
At Oath, this concept extends beyond its traditional legal meaning. Our name reflects our unwavering commitment to helping people plan with intention, protect what matters most, and live purposefully. Whether through estate planning, financial planning, or other initiatives, Oath is a promise to provide clarity, security, and peace of mind for every individual and family we serve.
The concept of an oath has deep roots in cultures worldwide, transcending legal definitions to symbolize loyalty, responsibility, and honor.
At Oath, we draw from this deep historical meaning, embedding the values of trust, responsibility, and commitment into everything we do.
In the legal world, an oath is a formal declaration that signifies truthfulness and accountability. Some of its most common applications include:
At Oath Planning and Oath Law, we uphold these same legal and ethical commitments. Just as an oath binds individuals to honesty and integrity, our team takes a pledge to act in our clients' best interests, ensuring that they receive unbiased, transparent, and trustworthy guidance in every aspect of estate and financial planning.
Words carry meaning beyond their dictionary definitions, often rooted in history, culture, and tradition. The word “oath”has long been associated with promises, trust, and legal responsibility, making it a fitting name for a company dedicated to helping individuals and families plan for their future with clarity and intention.
At Oath, we take inspiration from the historical weight of an oath, recognizing that planning—whether for your estate, finances, or legacy—is an intentional promise to protect what matters most.
Choosing the name Oath was not accidental—it was a deliberate decision that reflects our core mission, values, and commitment to those we serve.
At Oath Law and Oath Planning, our name represents the seriousness of the promises we make—to act in your best interests, to provide ethical and transparent services, and to empower you with the knowledge and tools to make the right decisions for your future.
Estate planning is, at its heart, an oath to your family and loved ones. When you create a will, trust, or directive, you are making a solemn commitment that ensures:
Much like a legal oath taken in a courtroom, an estate plan formalizes your promises, ensuring that what you value most is respected and upheld after you’re gone.
Financial planning is an oath to yourself and future generations—a structured commitment to long-term security, stability, and financial well-being.
At Oath Planning, we help clients take control of their financial future by:
Estate and financial planning are not just about numbers and documents—they are about living with intention and protecting the people and things that matter most.
At Oath, our mission is rooted in a simple yet powerful belief: trust is built through intentional action and unwavering commitment. We don’t just offer estate and financial planning services—we provide clarity, security, and empowerment, helping people make the most of their lives by preparing for the future with confidence.
By redefining what it means to plan for the future, we ensure that every decision our clients make is guided by honesty, integrity, and a promise to protect what matters most.
Oath exists to help families secure their futures, legacies, and financial well-being. Estate and financial planning aren’t just about protecting assets—they’re about protecting people.
We take a family-first approach, ensuring that our clients can:
A well-structured plan is one of the greatest gifts you can give your family. At Oath, we are committed to helping you create that gift with care, intention, and precision.
At Oath, we take our fiduciary responsibility seriously. Our clients trust us with their financial futures, their families' well-being, and their legacies—responsibilities we don’t take lightly.
Our ethical approach is built on three core principles:
The best planning comes from a place of trust, respect, and a shared commitment to long-term success. At Oath, we uphold these values in everything we do.
Oaths have long been a cornerstone of the legal system, serving as a solemn declaration of truth, accountability, and integrity. Whether in a courtroom, a legal contract, or a fiduciary responsibility, taking an oath signifies a commitment to uphold the law, act in good faith, and honor one's word.
At Oath, this principle extends beyond legal definitions—it shapes our entire approach to estate and financial planning. Just as a witness in court swears to tell the truth, we make a pledge to every client: to act with transparency, honesty, and an unwavering commitment to their best interests.
One of the most recognizable uses of an oath is in courtrooms, where individuals swear to provide truthful testimony. This legal tradition ensures that:
Similarly, estate planning and financial decisions require a level of trust and legal precision. When you create a will, establish a trust, or designate a power of attorney, you are making binding legal commitments that impact your loved ones long after you’re gone.
At Oath, we take this responsibility seriously, ensuring that every document we create, every estate and financial plan we design, and every decision we help our clients make is legally sound, transparent, and built on a foundation of trust.
Oaths are also deeply embedded in contracts and legal agreements, reinforcing the legitimacy, enforceability, and integrity of those commitments.
At Oath Planning, we operate under fiduciary principles, meaning we are legally bound to provide financial advice that prioritizes the client’s well-being. Unlike many financial firms that work on commission, we provide transparent, fee-based financial planning with no hidden incentives.
By integrating estate and financial planning, we ensure that clients receive guidance that is holistic, ethical, and aligned with their long-term goals.
At Oath, we believe that estate and financial planning should be transparent, accessible, and empowering. Rather than viewing these services as a set of impersonal legal documents or financial transactions, we see them as a proactive commitment to protecting your family, your future, and your legacy.
Our approach is built on understanding what truly matters to you, then crafting a personalized, strategic plan that aligns with your goals. Whether it’s preserving wealth for future generations, ensuring a seamless transfer of assets, or eliminating financial uncertainty, we provide expert guidance every step of the way.
Every individual and family has a unique story, which is why we begin with listening and understanding. Estate and financial planning should never be one-size-fits-all. Instead, we take time to:
By prioritizing education and open communication, we empower clients to make decisions with confidence rather than fear.
A well-crafted estate or financial plan should reflect your values, goals, and future vision. Our team ensures that every plan is strategically structured to maximize protection, efficiency, and long-term success.
This holistic approach ensures that every client receives a seamless, all-encompassing strategy designed for long-term security and peace of mind.
Estate planning is more than just legal documents—it’s a commitment to your family, your future, and your values. When you create a will, establish a trust, or outline your financial plan, you’re making a deliberate choice to provide security, clarity, and direction for generations to come.
At Oath, we recognize that estate planning is a deeply personal process. It’s about more than just distributing assets—it’s about ensuring your loved ones are cared for, your values are honored, and your legacy endures.
Your legacy isn’t just about what you leave behind—it’s about the impact you make. Estate planning allows you to:
A thoughtful estate plan ensures that your legacy is not just preserved, but actively shapes the lives of those who come after you.
One of the most valuable aspects of estate planning is the peace of mind it brings. Knowing that your affairs are in order allows you to:
At Oath, we help clients turn their commitments into concrete plans, ensuring that their family, future, and legacy are protected with clarity and confidence.
Estate planning is often seen as a complex and overwhelming process, but at Oath Law, we’ve redefined the experience. Our approach is built on transparency, simplicity, and client empowerment, ensuring that estate planning isn’t just about legal documents—it’s about securing your family’s future with confidence.
What sets Oath Law apart is our commitment to removing barriers. We don’t believe in hidden fees, complex legal jargon, or one-size-fits-all solutions. Instead, we provide a personalized, straightforward process that helps clients make informed decisions without stress or uncertainty.
Unlike traditional law firms that charge by the hour, Oath Law operates on a flat-fee model, ensuring:
This approach eliminates financial uncertainty, allowing clients to focus on their legacy without worrying about mounting legal fees.
Estate planning isn’t just about creating a will or trust—it’s about ensuring that your assets are structured in the most efficient and protective way possible. Our tailored underwriting analysis provides:
At Oath Law, we don’t just draft legal documents—we create comprehensive estate plans that safeguard your future.
Financial planning is more than just numbers—it’s about creating a secure future, making informed decisions, and ensuring that your wealth serves a greater purpose. At Oath Planning, we take a holistic approach, integrating financial planning with estate strategies to help clients make the most of their resources while eliminating stress and uncertainty.
Unlike traditional financial firms that focus solely on wealth accumulation, Oath Planning is about clarity, control, and purpose. We guide clients toward financial confidence by addressing their long-term goals, family dynamics, and legacy aspirations in a way that is clear, intentional, and empowering.
One of the most unique aspects of Oath Planning is how we bridge the gap between estate planning and financial planning. Most financial planners focus on growing assets, while estate planners focus on protecting and distributing them—we ensure that both processes work together seamlessly.
By integrating estate and financial planning, we help clients:
This unified approach ensures that your financial plans are not just about accumulating wealth—but about preserving and using that wealth in a way that aligns with your values.
One of the biggest challenges in estate and financial planning is ensuring that your family isn’t left with confusion, unnecessary stress, or financial burdens. Oath Planning helps clients create strategies that:
We believe that financial planning isn’t just about your lifetime—it’s about ensuring that your family is protected long after you’re gone.
Many financial decisions are driven by two competing emotions: fear and greed. Investors often struggle with:
At Oath Planning, we help clients break free from this cycle by providing:
By shifting the focus from fear and greed to clarity and confidence, we help clients build financial strategies that provide peace of mind, security, and long-term success.
At Oath, we measure success not just in numbers but in the real-life impact we have on families and individuals. Estate and financial planning are deeply personal, and our clients’ experiences highlight how thoughtful planning can bring clarity, security, and peace of mind.
Many of our clients come to us unsure of where to start. They know they need a plan but often feel overwhelmed by the complexity of estate and financial planning. Through our streamlined process, we have helped countless families create a clear, actionable plan that ensures their assets are protected and their loved ones are cared for.
One client, a retired engineer with a modest but well-managed estate, came to us after realizing that his family had no plan in place if something happened to him. He had spent decades working hard and saving but had never taken the time to create a will or establish trusts for his children and grandchildren. After working with Oath, he was able to put together an estate plan that aligned with his values, ensuring his family was financially secure and avoiding unnecessary probate costs.
Another client, a recently widowed mother, sought our guidance after her husband's sudden passing left her unsure of how to manage their shared assets. Oath's estate and financial planning teams worked together to create a strategy that provided her with financial stability while preserving her husband’s legacy for their children.
A well-structured estate plan ensures that a loved one’s legacy is honored exactly as they intended. Many families come to us after experiencing the challenges of settling an estate without a clear plan, often realizing too late how much stress and uncertainty could have been avoided with proper planning.
One family came to us after losing a loved one who had no estate plan in place. Without legal guidance, the probate process became complicated, and family tensions arose over asset distribution. After this experience, they worked with Oath to ensure their own estate plan was in order, preventing their children from facing the same difficulties in the future.
Another client, a small business owner, wanted to ensure a smooth transition for his company in the event of his passing. With Oath’s guidance, he created a business succession plan that outlined clear steps for his family and business partners, avoiding financial and legal complications down the road.
Estate and financial planning can feel abstract until you see how it impacts real people. At Oath, our mission is to ensure that every family we serve walks away with:
By sharing these stories, we hope to inspire more individuals and families to take control of their future with Oath’s guidance. Proper planning is not just about protecting assets—it is about ensuring a legacy that reflects what matters most.
At Oath, we believe that estate and financial planning should not be complicated or intimidating. A key part of our mission is to educate and empower individuals and families to make informed decisions about their future. Through our extensive educational resources, we provide accessible, easy-to-understand information that helps people take control of their financial and legal well-being.
One of the most effective ways to provide knowledge is through live workshops and seminars. These sessions allow individuals to ask questions, interact with experts, and gain clarity on estate and financial planning topics.
Oath regularly hosts educational events covering:
These in-person and virtual events are designed to simplify complex topics and make estate and financial planning more accessible to everyone.
In addition to live events, Oath offers a comprehensive online resource library that allows individuals to educate themselves at their own pace.
Our online tools include:
By making these resources available, Oath ensures that individuals are well-equipped to take action—whether they choose to work with an advisor or manage certain aspects of planning on their own.
Estate planning can raise many questions, especially for those navigating it for the first time. Below, we address some of the most common concerns individuals have when considering Oath Law’s services.
Oath Law sets itself apart through its client-first approach, transparency, and expertise. Unlike traditional firms that use complicated pricing structures, Oath Law operates on flat-fee pricing, ensuring clients know exactly what to expect from the start.
Additionally, Oath Law provides:
By choosing Oath Law, clients receive comprehensive estate planning guidance that aligns with their values and long-term goals.
Beginning the estate planning process with Oath Law is simple and straightforward.
Step 1: Schedule a Consultation
Clients can schedule a complimentary initial consultation to discuss their needs and goals with an experienced estate planning attorney.
Step 2: Create a Personalized Plan
After assessing the client’s unique circumstances, Oath Law develops a customized estate plan that includes essential documents such as wills, trusts, powers of attorney, and healthcare directives.
Step 3: Finalize and Implement the Plan
Once the plan is tailored to the client’s needs, legal documents are reviewed, signed, and executed. Oath Law ensures that everything is in place to protect assets and provide security for loved ones.
Step 4: Ongoing Support and Adjustments
Estate planning is not a one-time event. Oath Law provides ongoing guidance to ensure that estate plans remain up to date with changes in laws, financial situations, and family dynamics.
With a clear process and dedicated support, Oath Law makes estate planning a seamless, empowering experience.
Financial planning is a critical component of long-term security, yet many individuals have questions about how to get started and what makes Oath Planning different from traditional financial advisory firms. Below, we address some of the most common inquiries about our approach to financial planning.
Oath Planning is not just another financial advisory firm—we take a holistic, client-centered approach that integrates estate planning and financial strategy to create a comprehensive plan for long-term success. Unlike traditional financial firms that focus primarily on asset growth, our approach is about aligning wealth with purpose and security.
Key differentiators of Oath Planning include:
By choosing Oath Planning, clients receive personalized financial guidance that not only helps them build wealth but also ensures that wealth is managed with intention and clarity.
Getting started with Oath Planning is a straightforward process designed to provide clarity and confidence from the very first step.
Step 1: Initial Consultation
Prospective clients begin with a free, no-obligation consultation where we discuss their financial situation, goals, and concerns. This conversation helps determine how we can best assist in creating a long-term strategy.
Step 2: Comprehensive Financial Assessment
Once engaged, we conduct a detailed financial assessment, reviewing current assets, liabilities, investments, income streams, and future goals. This step ensures that we build a strategy tailored to individual needs.
Step 3: Building a Personalized Financial Plan
Based on the assessment, we develop a customized financial plan that may include:
Step 4: Implementation and Ongoing Support
After the plan is created, we work closely with clients to implement their financial strategy, making necessary adjustments as circumstances change. Oath Planning provides continuous monitoring and updates, ensuring that financial plans remain aligned with evolving goals and economic conditions.
This process removes the guesswork from financial planning, helping clients feel secure, informed, and confident in their financial future.
At its core, Oath is about more than just planning—it’s about making intentional choices that create lasting impact. Whether through estate planning, financial planning, or future initiatives, Oath is committed to helping people live fully, secure their futures, and leave a meaningful legacy for generations to come.
The power of an oath is not just in the promise—it is in the actions taken to uphold it. At Oath, we:
Planning for the future is one of the most important commitments a person can make. With Oath, that process is clear, transparent, and tailored to each client’s unique goals.
If you’re ready to take control of your future with confidence, Oath is here to guide you every step of the way. Would you like to schedule a consultation or explore our educational resources to get started? Contact us today.
