Your Vision, Our Plan

Which best describes you…

Select this option if you are an individual/family who does not own a small business.

Select this option if you are looking for retirement plan services (401k, SIMPLE IRA, SEP IRA, etc.), financial planning, or investment services for your small business.

Select this option if you consider yourself a high net worth individual/family.

Take the first step in achieving your financial goals

Our strategy-driven approach helps you achieve lasting financial success.

Why Choose Oakridge Financial Planning?

  • We believe anyone can achieve financial security and freedom, but it does not happen overnight. It takes hard-work and perseverance. That is why we believe building a life-long partnership with you and your family gives your financial future the best chance of success. We will be there through it all - the highs and the lows. We will build a financial plan to weather it all.

  • We know the average person believe they can’t afford professional investment advisors or financial planners. That is why we have designed our fee schedules to be affordable, while also catering to high net worth individuals. We offer budget friendly financial planning services, affordable investment management services, estate planning, and much more.

  • We always act in your best interest and will never put our interest before yours. We take our Fiduciary responsibilities seriously here at Oakridge Financial Planning.

Our Services

  • Offers a broad overview of Client’s financial picture, covering key areas such as budgeting, savings, debt management, insurance, and retirement readiness. This service is ideal for individuals or families looking to get organized, build a strong financial foundation, and receive straightforward guidance without the complexity of a comprehensive plan. Clients will receive a personalized plan with practical steps to improve their financial health.

  • Provides an in-depth analysis of your entire financial life. This service covers all major areas—including cash flow and budgeting, debt strategy, insurance needs, tax planning, retirement and education funding, investment strategy, and estate planning. We take a holistic approach to help clients align their finances with their long-term goals, values, and lifestyle. Clients will receive a detailed, actionable plan.

  • Offers an objective, professional second opinion on an existing financial plan or strategy. Whether the Client’s current plan was created by another adviser or self-developed, we’ll evaluate its strengths, identify any gaps or risks, and provide unbiased recommendations for improvement. This one-time service is ideal for individuals seeking reassurance, clarity, or a fresh perspective on their financial direction—without the need to start from scratch.

  • Grow your wealth with personalized investment strategies.

    We provide investment advice tailored to your risk tolerance, timeline, and financial goals. Our approach emphasizes diversification, long-term growth, and tax efficiency, while always putting your best interests first.

  • Secure your future with confidence.

    Strategies for accumulating and distributing assets to support retirement goals, investment advice, including tax-efficient withdrawal planning. Please note that Oakridge Financial Planning does not provide services covering Defined Benefit Plans (Pensions or similar accounts). The types of retirement accounts Oakridge Financial Planning provides services for are regular brokerage, ROTH IRA, Traditional IRA, 401(k), 403(b), SIMPLE IRA, SEP IRA, or similar accounts.

  • Development of college savings strategies, including the use of 529 plans and other tax-advantaged vehicles.

  • A combination of investment advice, estate planning coordination, and tax-efficient wealth transfer strategies.

  • Service is designed to address one specific area of Client’s financial life—such as retirement planning, debt management, college savings, insurance review, or investment strategy. This focused approach provides actionable recommendations and clear guidance tailored to each Client’s unique goals, helping them make confident financial decisions without committing to a full-scale comprehensive plan.

  • Plan for the life you want.

    Includes an initial basic financial plan and provides continuous guidance to help clients stay on track with their goals, navigate life changes, and make informed financial decisions year-round. This service includes regular check-ins, accountability, yearly financial plan review and update, and access to expert advice as new questions or opportunities arise. It’s ideal for clients who want a trusted partner by their side to provide clarity, encouragement, and strategic support over time.

  • Build and grow your business with confidence.

    For small business owners, we offer services including retirement plan setup and maintenance (401(k), SIMPLE IRA, SEP IRA), cash flow analysis, business planning, succession planning, and more.

  • Offers a detailed review of a specific investment—such as a stock, bond, mutual fund, or ETF. We evaluate the security’s fundamentals, risks, performance, and costs. Whether considering a new investment or reassessing one already own, this analysis provides objective insights to help clients make informed, confident decisions.

  • Service offers flexible, pay-as-you-go access to professional financial advice. Whether clients need help with a quick question, a financial decision, or a focused review of a specific issue, this option allows clients to get expert guidance without a long-term commitment. Ideal for those seeking occasional support or a second opinion, this service is tailored to client’s needs and billed only for the time used.

  • Is a one-time fee, separate from the recurring advisory fee, for the initial setup and/or review of client’s accounts. If the client has no retirement accounts, the Firm will help walk the client through the process of setting up applicable accounts. If Client has existing accounts, the Firm will review the account to ensure the account is setup properly and any assets within the account align with the client’s goals, objectives, and risk tolerances. Changes will be recommended to the client, of which the client can approve or not approve. Account setup and review should take no more than three business days upon receiving all necessary items to setup or review the account(s).