Hi👋 I’m April Renee Dougherty, founder of White Oak Planning. My passion for financial planning was born from personal experience—growing up in a blended family where money was tight, I saw how financial stress can weigh heavily on relationships, dreams, and day-to-day life. Today, with over 15 years in the industry, I help families turn uncertainty into clarity and complexity into confidence.
Family is the heart of my work—because it’s the heart of my life. As someone who grew up in a blended family and now shares one with my husband, I understand how emotional and nuanced financial decisions can be. Our goals, priorities, and legacies don’t always fit into standard templates—and they shouldn’t have to. That’s why I built White Oak Planning: to offer deeply personalized, values-driven guidance that puts people first.
At White Oak, we listen first. We take the time to understand what truly matters to you, then help you build a plan rooted in strength, clarity, and purpose. Inspired by the white oak tree, our approach is grounded in resilience and designed to grow with you.
We’re also growing our team—intentionally and thoughtfully—aiming to ensure every family we serve has a financial partner now and into the future.
You deserve a financial plan that strives to honor your story and support your future. Let’s build it—together.