Strategy for the Modern Couple.

What do we do?

Our job is to understand what's important to you and build a financial plan that reflects those unique dreams & values so that you can confidently answer questions like: "Am I going to be okay?" or "What's my next step toward financial security?"

Oakbridge Financial Planning is built on a foundation of trust, deep relationships, and a commitment to always putting our clients first.

Who We Work With

At Oakbridge Financial Planning, we work with 25–35-year-old professionals with household incomes over $200K who are busy building careers, families, and lives they love.

If you need a trusted partner to take the mental load of money management off your plate, that’s exactly what we’re here for.

What are the next steps?

The 15-Minute Intro

This is simply a chance to meet and see if we are a fit.

No prep, no forms, and no obligation.

The 30-Day Deep Dive

You talk; we listen and ask good questions.

You provide the vision; we handle the data analysis.

The Roadmap Reveal

Your custom strategy, stress-tested for success.

Clear next steps based on what's important to YOU.

Total Automation

You exhale and focus on living your best life.

We implement & take care of the technicality.

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Oakbridge Financial helped me adapt my plans with confidence for a secure future. Highly recommend!

Rachel L

★★★★★