Clear Planning.
Principled Investing.
You have lived with intention, but you wonder if your savings will last through retirement.
Do your investments reflect your faith? Does your plan make room for the life you want, the generosity you hope to practice, and the legacy you want to leave?
Do you want to talk to a real person who shares your values and has transitioned others like you into retirement?
Based in the Spokane–Coeur d’Alene region, Oakstreet Financial helps faith-driven Americans nationwide invest and retire with confidence.
We blend retirement planning with faith-based investing so your money works for you and the life you are building.
As a fiduciary, we provide transparent advice with no sales pressure and no hidden agendas. We listen carefully, explain simply, and walk with you through every season of life.
We partner with Inspire Advisors, an award-winning leader in Biblically Responsible Investing, giving clients institutional-level strategies without moral compromise.
We don’t know what the future holds, but we can help prepare you for it.
See What Our Clients Have to Say*
Randy K.

Russell H.
Karen F.
Timothy A.
Georgia L.
Patsy S.
Bud H.
Christine S.
Susan S.
Larry B.
Rcs R.
Nora F.
Randy K.
Russell H.
*Testimonials reflect the experiences of individual clients and are not a guarantee of future performance or success. No client was compensated for their testimonial unless otherwise disclosed. Results may vary.
Who We Serve
We work with individuals and families who want their money and financial planning to reflect their values.
Many of our clients are preparing for retirement, navigating inheritance, selling a business, or changing jobs. Others are simply ready to steward their resources with greater purpose and peace of mind.
Wherever you are, we help you move forward with clarity, wisdom, and confidence.
Planning & Stewardship
Manage income now
Plan for retirement
Grow your assets
Protect family & property
Give to what you care about

Investment Management
Growth & Quality Focus
Customized portfolios
Biblically Responsible Investing (BRI)
Diversify Risk
Generate Income
OUR PROCESS
A clear and purposeful approach to faith-driven planning and investing
1. EXPLORE
Clarify alignment and decide if working together makes sense. These conversations are fit, not pressure.
2. ESTABLISH
Lay the foundation by gathering the financial details and opening the proper accounts needed to move forward.
3. ALIGN
Go deeper into your goals, dreams, and values. We take time to understand your priorities to build a plan that reflects your long-term purpose.
4. IMPLEMENT
Invest on Purpose. We put your plan into action with care, creating a portfolio that reflects your goals and values.
5. STEWARD
Walk it out. Ongoing reviews keep your plan on track, adapting as life changes while staying true to your direction.
Ready to build confidence in your future?
Contact Us
Thank you for contacting us!
We've received your message.
One of our team members will get back to you soon.
You can also call or text us at (509) 350-8072, or book a time with us on David's calendar.
We look forward to meeting you.
The Oakstreet Financial Team
LevelUp@oakstreetfinancial.com
(509) 350-8072
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