Oakstreet Financial

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Oakstreet Financial We help faith-driven Americans ages 45+ manage their wealth with wisdom and confidence. Our approach is simple and personal.

Through values-based financial planning and faith-driven investment strategies, we aim to simplify the complex and support our clients near and long-term goals. At Oakstreet Financial, we help faith-driven families invest on purpose and plan with confidence. Based in Liberty Lake, WA, and serving clients nationwide, we provide financial planning and faith-based investing that reflect your values and support your future. We listen first, then build a plan designed to help you retire with peace of mind, grow wealth steadily, and protect the people and priorities you care about. As a fee-only fiduciary, we never earn commissions. Our advice is always focused on your best interest. We believe money is a tool, not the goal. It should serve life, family, and legacy. That’s why our investment strategies emphasize dividend growth and Biblically Responsible Investing, aligning portfolios with Biblical values and long-term discipline. Whether you are preparing for retirement, navigating a major transition, or ready for greater clarity, we would be honored to walk with you.

On October 14, 2026, the Social Security Administration (SSA) announced a 3.6% cost-of-living adjustment (COLA) for 2027...
10/22/2026

On October 14, 2026, the Social Security Administration (SSA) announced a 3.6% cost-of-living adjustment (COLA) for 2027, marking the largest increase in Social Security benefits since 2023.

With this adjustment affecting approximately 76 million Americans receiving Social Security or Supplemental Security Income (SSI) benefits, we wanted to share a breakdown of what's changing, how it may impact your finances, and a few important considerations for 2027. Swipe to learn more.

If you'd like to discuss how these changes may affect your retirement income, budgeting, or overall financial plan, we’d be happy to help. Feel free to give us a call to set up a time to connect.

Tech stocks faced pressure last week as investors weighed inflation concerns, lofty valuations, and AI spending. But the...
10/19/2026

Tech stocks faced pressure last week as investors weighed inflation concerns, lofty valuations, and AI spending. But the Dow’s gain suggested a shift away from tech rather than a broad retreat from stocks. Swipe for more information.

Stocks pushed toward record highs last week, even as Treasury yields climbed and stubborn inflation kept pressure on the...
10/12/2026

Stocks pushed toward record highs last week, even as Treasury yields climbed and stubborn inflation kept pressure on the Federal Reserve. Rising energy costs also remained a key concern for households. Swipe to learn more.

As always, know that we are keeping a close eye on developments. If you have any questions or would simply like to check in on your current strategy, please don’t hesitate to reach out. We are here to help.

Stocks finished higher last week, even as Treasury yields climbed, and the economy continued to show strength. The pictu...
09/28/2026

Stocks finished higher last week, even as Treasury yields climbed, and the economy continued to show strength. The picture isn’t all rosy, though, as September’s consumer sentiment data showed a decline amid inflation concerns. Swipe to learn more.

The Federal Reserve raised interest rates last week for the first time in three years, judging the economy strong enough...
09/21/2026

The Federal Reserve raised interest rates last week for the first time in three years, judging the economy strong enough to handle it and inflation firm enough to demand it. Investors weighed the cost to growth until solid retail data late in the week eased concerns. Swipe to learn more.

The Federal Reserve (Fed) concluded its September 2026 meeting by increasing interest rates a quarter point to 3.75%–4.0...
09/20/2026

The Federal Reserve (Fed) concluded its September 2026 meeting by increasing interest rates a quarter point to 3.75%–4.00%. But what does this mean for everyday Americans’ finances? Swipe through to learn more.

The Federal Reserve (Fed) concluded its September policy meeting, increasing rates for the first time since 2023. Swipe ...
09/19/2026

The Federal Reserve (Fed) concluded its September policy meeting, increasing rates for the first time since 2023. Swipe through for an overview of the key takeaways from the meeting and what this may mean moving forward.

Markets grew more volatile last week. Oil pushed above $100 a barrel, and Treasury yields rose as inflation data pointed...
09/14/2026

Markets grew more volatile last week. Oil pushed above $100 a barrel, and Treasury yields rose as inflation data pointed to persistent price pressure. Together, these developments revived worries that interest rates could stay elevated longer than investors had expected. Swipe to learn more.

09/11/2026

"I'm just not wired for this."

I hear it often when people start talking about money. It's one of the easiest lies to believe about yourself.

Struggling with money doesn't mean you're incapable. More often, it means nobody ever taught you, and nobody has sat down next to you to work through it.

You're not the first person to feel that way, and your financial story isn't finished.

U.S. markets closed the week little changed, but the tone shifted Friday. A much stronger August jobs report pushed Trea...
09/08/2026

U.S. markets closed the week little changed, but the tone shifted Friday. A much stronger August jobs report pushed Treasury yields and the dollar higher, and sent stocks lower into the close, reviving talk of a Federal Reserve rate hike later this month. Swipe to learn more.

Address

23403 E Mission Avenue, Suite 220P
Liberty Lake, WA
99019

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 1pm

Telephone

+15093508072

Website

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