Flexible Estate Planning: DIY Options or Professional Support

About Rooted™

From daily decisions to generational wealth.

Rooted™ 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, Rooted™ focuses on education, consistency, and confidence, helping users understand how money works and make ...

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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


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

Designed for Real Life

Rooted™ 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, ...

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The Ecosystem

Part of the OAK GenWealth Ecosystem


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

Financial literacy Household decision-making Legacy and generational planning


Rooted™ is designed to be a starting point, not an endpoint.


Launch Timeline

Rooted™ is ...

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