Mike Milligan learned from his grandmother that every dollar needs a specific job. She didn't just ask how much they earned, but what the money could do: pay the light bill, buy groceries, support the church, save for tomorrow. That purpose-driven approach still shapes how One Oak Financial plans for clients.
In my teen years, I learned 2 lessons that still drive One Oak Financial today. Number one, every dollar has a job. Number two, if you don't give your money a purpose, it will find its own. It's usually not the one you wanted, by the way, when it finds its own. Granny would ask me, how much did we make today? But the real question is that she was really asking that I've learned later in life is, what can this money do? Well, it paid the light bill and paid for groceries. We used it at church and we used it for tomorrow. And that mindset is exactly how we approach planning with our clients now.
How to evaluate AI growth stocks (Nvidia, Oracle, CoreWeave) beyond market hype
How to evaluate AI growth stocks (Nvidia, Oracle, CoreWeave) beyond market hype
