Our Services

We provide personalized fee-only financial planning with no hidden fees.

Financial Strategy Roadmap

A deep-dive, 30-day sprint for couples who want a clear, prioritized roadmap and are comfortable handling the ongoing pieces themselves.

Personal CFO Partnership

An ongoing relationship for couples who want Oakbridge in their corner as a “personal CFO” for their household—thinking ahead, catching details, and helping keep everything on track.

What you get:

• A clear snapshot of your full financial picture

• Simple structure for spending, saving, investing, and debt

• Defined goals and tradeoffs (house, kids, career moves, travel)

• Retirement/financial independence projections that feel real

• “What if?” scenarios for big decisions (home, job change, leave, etc.)

• Plain-language guidance on which accounts to use (RRSP, TFSA, etc.)

• A checkup on your safety nets: emergency fund, insurance, benefits

• A written plan plus a one-page summary you’ll actually reread

• A prioritized action list: what to do now, next, and later

What you get:

• Everything in the "Financial Strategy Roadmap"

In addition to:

• Annual income tax preparation & planning

• Evidence-based investment strategies

• 24/7 personal go-to person for everyday money questions

• Quarterly reviews

• Online portal for tracking your plan & progress

• Guided/off-loaded implementation of key action items

• Support for big life decisions as they come up