Guided Planning Solutions

Imagine if you could plug your financial destination into a GPS.

At Oakworth, we work the same way. Our Client Advisors help guide your finances toward a specific destination. Just determine where you want to go, and they will show you options and map out the journey step-by-step. Your Client Advisor will also remain on standby to help you navigate traffic jams that get in the way of keeping you on track to your financial goals.

The Planning Process

Your Client Advisor will guide you through our customized 5-step planning process that aims to put you in the best position to reach your unique financial needs, values, and dreams.

At Oakworth, we are determined to help people succeed.

Insights from Our Financial Experts

Budgeting and Cash Flow Management

January 11, 2026

The word “budget,” often evokes a negative reaction for fear it will be restrictive and limit the things we’re able to do. However, a...

2026 Financial Planning Checklist: Key Moves to Start the New Year

January 8, 2026

The start of a new year often brings a renewed focus on personal and professional goals. January is more than a time for resolutions;...

5 Year-End Tax Planning Strategies

December 12, 2025

The end of the year is quickly approaching, and as people turn their attention to holiday celebrations with friends and family, taxes are...