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OG Budget App™

From daily decisions to generational wealth.

OG Budget App™ is a budgeting app designed to help individuals and families build steady, values-based money habits, one day at a time.


More than tracking spending, OG Budget App™ focuses on education, consistency, and confidence, helping users understand how money works and make intentional choices that stick.


What Makes Rooted™ Different

OG Budget App™ is built on a simple belief:


Financial confidence is grown, not downloaded.


The App

The app blends:


Budgeting and financial clarity

Daily, bite-sized education

Habit-building designed for real life

A long-term view of legacy and family impact


OG Budget App™ meets users where they are and helps them move forward, without shame, overwhelm, or perfection pressure.

Designed for Real Life

OG Budget App™ was created for:


Individuals who want clarity and control

Families building better money habits together

Parents who want to model financial confidence for the next generation

Anyone ready to move from awareness to action


This is not about doing everything at once.

It’s about doing the next right thing, consistently.


The Ecosystem

Part of the OAK GenWealth™ Ecosystem


OG Budget App™ is an education-first platform within the OAK GenWealth™ ecosystem, supporting long-term goals around:

Financial literacy

Household decision-making

Legacy and generational planning


OG Budget App™ is designed to be a starting point, not an endpoint.


Launch Timeline

OG Budget App™ is currently in development


Expected launch: 2026

Join the waitlist to be among the first to experience Rooted™ when it becomes available.

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Securities and investment advisory services are offered through Osaic Wealth, Inc., broker-dealer, registered investment adviser and member of FINRA and SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.