Plan Today. Thrive Tomorrow.

Finances can be overwhelming, we help you achieve financial clarity through the planning process.

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Simple.
Determine what's important, defer what can wait, eliminate the fluff.

Transparent.
No commissions, no hard sells. Just advice. We work for you.

Personalized.
Your plan should be based on you. Not some cookie cutter solution.

A light blue spiral-bound planner with the words 'Life Planner' embossed in gold sits on a wooden table. To the right is part of a white computer keyboard, and a leafy green plant is partially visible on the left.

What do we do?

At Oakbridge Financial Planning, our role is to simplify the complex and help you thrive in your financial future..

You'll be able to confidently answer questions like "Am I going to be okay?" or "What's my next step toward financial security?"

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Who we work with

We know that we are not the right fit for everyone, and that's O.K. But if you want to establish a secure path forward based on unbiased advice & personalized planning, we'll be a good match.

We specialize in helping clients that fit into 2 categories.

Pre-Retirees

Ready for retirement? We’re here to help! Our service will help you answer questions like "How much can I afford to spend in retirement?" or "When should I start taking CPP?" so that you can retire with confidence.

Young Couples

We get it—blending finances and dreams can be tricky. Financial planning will help you and your partner align on goals, plan for your growing family, and build a bright future together.