Serving the Pacific Northwest and Clients Nationwide
We serve families across the Pacific Northwest and throughout the country, primarily over Zoom. For those near Spokane–Coeur d’Alene, we also meet in our Liberty Lake office.
At Oakstreet Financial, we provide principled advice, clear communication, and guidance that reflects both your values and your future.
Let’s Start the Conversation
Connect with a Trusted Financial Guide
Reaching out about your finances can feel like a big step. Our first priority is to listen, understand your goals, and begin building trust. The first call is not about pressure, it is about clarity and next steps.
Send us a message
Have a question? We’re here to help. Send us a message and we’ll get back to you.
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 here.
We look forward to meeting you.
The Oakstreet Financial Team
LevelUp@oakstreetfinancial.com
(509) 350-8072
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Contact sales
We’d love to see how we can streamline your hiring together.
Request a demo
Contact sales
We’d love to see how we can streamline your hiring together.
Request a demo
Contact sales
We’d love to see how we can streamline your hiring together.