Amanda Bateman, CFP

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Amanda Bateman, CFP Done navigating your finances alone? | CFP® partner for busy families, independent women & business owners | From confusion to clarity | Oak & Co. Financial

10/15/2026

October is here, and that means open enrollment season! 🍂

Before you click through your benefits and select the same options as last year, take a few minutes to review what you're actually signing up for.

💰 Retirement contributions: Are you contributing enough to receive your full employer match? That extra money could make a big difference over time.

🏥 Health Savings Accounts: If you're eligible for an HSA, you could be missing out on valuable tax advantages and an opportunity to save for future medical expenses.

📋 Your benefits: Life changes, and your financial decisions should reflect where you are today and where you want to be tomorrow.

Open enrollment is more than another item on your October to do list. It's an opportunity to make thoughtful decisions about your financial future.

Save this as your reminder to review your benefits before the deadline! 🤍

Book a Clarity Call with me through the link in my bio. We’ll talk about where you are, what’s changed, and what you want the next chapter to look like.

And if you’d like to learn more first, you can also find my latest blog at the link in my bio.

Loving this sweet season of life and being part of such a special church family! ⛪️Chris is playing electric guitar on t...
10/14/2026

Loving this sweet season of life and being part of such a special church family! ⛪️

Chris is playing electric guitar on the worship team, I’m serving in hospitality and kids' ministry, and June and Colter are growing up surrounded by faith and community.

So grateful for the friendships, the opportunity to serve, and all that God is doing at .cc!

Open enrollment season is here, and it's worth taking a closer look at your options before clicking submit. 🍂Your retire...
10/12/2026

Open enrollment season is here, and it's worth taking a closer look at your options before clicking submit. 🍂

Your retirement contributions, employer match, and Health Savings Account could have a bigger impact on your financial future than you realize.

A few extra minutes reviewing your benefits today could make a meaningful difference down the road.

Book a Clarity Call with me through the link in my bio. We’ll talk about where you are, what’s changed, and what you want the next chapter to look like.

And if you’d like to learn more first, you can also find my latest blog at the link in my bio.

HEY HOMESCHOOL MOMS & FAMILIES! 🏰✨This year’s Carolina Renaissance Festival is here! The festival runs October 3 through...
10/09/2026

HEY HOMESCHOOL MOMS & FAMILIES! 🏰✨

This year’s Carolina Renaissance Festival is here! The festival runs October 3 through November 22, and our family tries to go every year.

A few tips before you go ⬇️

🏹 Buy tickets early because dates can sell out
🧚‍♀️ Arrive early! Gates open at 9:30 AM
🐎 Grab jousting seats 20 to 30 minutes before the show
💵 Bring cash for vendors
✨ Dress up and have fun!

Have questions about ? Drop them below, and follow along for more fall fun in North Carolina! 🍂

Life doesn’t stay the same, and your financial plan doesn't either. 🤍Jobs change. Families grow. Priorities shift. And s...
10/06/2026

Life doesn’t stay the same, and your financial plan doesn't either. 🤍

Jobs change. Families grow. Priorities shift. And sometimes life throws something at you that you never could have planned for.

That’s why financial planning isn’t about creating the “perfect” plan once and never touching it again. It’s about checking in, having the conversations, and making adjustments as life unfolds.

A plan built for real life should have room for all of it, including the seasons you didn’t see coming.

If you’ve been wondering if your current plan still makes sense for this season of life, it may be time for a conversation.

Book a Clarity Call with me through the link in my bio. We’ll talk about where you are, what’s changed, and what you want the next chapter to look like.

And if you’d like to learn more first, you can also find my latest blog at the link in my bio.

From llamas at our wedding to all the life we’ve shared since. 🦙 I’d choose you all over again, no prob llama. 😉Happy An...
10/02/2026

From llamas at our wedding to all the life we’ve shared since. 🦙
I’d choose you all over again, no prob llama. 😉

Happy Anniversary to my favorite person!

09/28/2026

This is what I’m wishing for every business owner heading into the fourth quarter. 🙌

If this sounds like what you want for your business, click the link in my bio to book a Clarity Call.

I write this letter the same way I'd explain something to a friend at my kitchen table, no jargon, no spin, just what's ...
09/25/2026

I write this letter the same way I'd explain something to a friend at my kitchen table, no jargon, no spin, just what's actually useful.

Issue No. 04 is almost ready and it'll land Sunday morning.

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09/14/2026

If you know me, you know I don't hide behind the advisor title. Today's video is a good example why.

If you don't have an emergency fund yet, you're not behind, you just haven't started. Three to six months of essential expenses, kept somewhere separate, changes how the next surprise feels. If that number feels out of reach right now, start with one month.

I'd love to hear what your last "caught off guard" expense was in your Clarity Call Call. Book yours at oncehub.com/OakCoFinancial to talk it through.

There's something about sitting down with a warm cup of coffee and finally asking the money question you've been sitting...
09/10/2026

There's something about sitting down with a warm cup of coffee and finally asking the money question you've been sitting on.

That's exactly what Coffee & Clarity is for.

Next Thursday, September 17th at 9:00 AM, I'll be at The Roasting Route right here in Fort Mill for a small, relaxed conversation about your finances – no slides, no pitch, just honest conversation over coffee.

Seating is kept intentionally small so it actually feels like a conversation, not a seminar. If you've got a question you've been meaning to ask someone (anyone), this is your chance.

Grab your seat: https://go.oncehub.com/CoffeeAndClarity

Would love to see you there! ☕

Address

2764 Pleasant Road, Suite A #432
Fort Mill, SC
29708

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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