About Us

Oakbridge Financial Planning exists for one reason: to give young professionals a trusted place to talk about money, make good decisions, and feel less pressure about getting it all “right.”

We work with 25–35-year-old couples with household incomes over $200K who are building careers, families, and lives they care about deeply. They don’t want to become finance experts—they just want a clear plan and someone in their corner.

We’re here to make money feel lighter for busy, high-earning young couples.

Our clients come to us feeling like they’re doing well on paper but still stressed behind the scenes. Money is on their minds in the shower, on the commute, and when they’re trying to fall asleep.

They’re asking questions like:

• Are we actually on track, or just winging it?

• Can we afford a home… kids… a career change?

• How do we balance enjoying life now with being responsible for later?

Oakbridge was founded to answer those questions with honesty, clarity, and zero judgment. We believe good financial planning is less about chasing a number and more about helping you live a life that feels intentional and grounded.

Why we do this?

• People before numbers
  Your life, values, and relationships come first. The numbers are there to support them, not the other way around.

• Clarity over complexity
  We translate the jargon and keep things simple, so you understand your plan and can actually use it.

• Transparency and trust
  Clear pricing, clear recommendations, and advice that’s always in your best interest.

What We Stand For

• Partnership, not lectures
  We don’t judge, scold, or talk over you. We listen, explain, and make decisions together.

• Real life over perfection
  Your plan has to work in the messy reality of promotions, toddlers, renovations, and late-night Uber Eats.

Helping You Connect Your "Why" to Your Wealth

I founded Oakbridge Financial Planning because I believe financial stability shouldn't be a guessing game. Like many of my clients, my wife and I found ourselves earning a good income but lacking a clear roadmap. When our daughter was born, "someday" became "today." We needed a plan that was as unique as our family—not a cookie-cutter solution.

After a career in management for an international commodities retailer, I returned to my roots in Finance and Economics and successfully:

• Completed the FP Canada Institute CFP (Certified Financial Planner) Professional Education Program in January 2025

• Passed the June 2025 CFP examination.

What started as a personal mission to organize my own family’s future evolved into a passion for helping others find that same clarity.

Today, in addition to leading Oakbridge, I work alongside a veteran wealth advisor. This unique position allows me to see the full lifecycle of wealth—from those just starting out to those navigating retirement. It gives my younger clients a distinct advantage: a plan built for today with a sharp eye on the decades ahead.

When I’m not diving into financial plans, I’m likely tackling a home project, playing sports, or chasing my daughter around. I know how busy life gets, and I’m honored to help you make the most of your time and your resources.

About Steven

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