Planning Engagement

How it works

We'll meet three times to talk through your goals, review your current financial picture, and build a comprehensive plan that covers all six key areas of financial planning—giving you a clear path toward achieving your dreams.

What you'll get

• Complimentary access to our Oakbridge financial planning portal for six months

• Two detailed reports with visuals & year-by-year breakdowns.

• A clear list of what to do next—sorted by priority and easy to follow.

Planning fee

$2,500* payable after the intro call.

As always, if we can't find improvements to your financial plan worth at least 10x the cost of the engagement, we'll refund you the full amount.

Get Started

Book your free 20-minute intro call through the calendar below to connect with us and see if we're a good match**.

The Fine Print

* Fees are subject to tax

** We believe "fit" is very important and only a limited number of clients each month. As a result we cannot guarantee to accept every planning engagement request.