Financial Planning For The Rest Of Us.
Professional retirement planning and investment management that respects your hustle. We're tearing down the gates with transparent fees starting at $34.99/mo.
A Simple Path Forward
You don't need a massive portfolio to start. You just need a plan. Here is how we build your financial future together, step-by-step.
Talk for Free
We start with a no-pressure, 100% free chat. No sales pitches and no judgment. We’ll talk about your goals, your worries, and see if my low-cost, high-value approach is the right fit for your family.
Get Your Roadmap
If we're a match, I’ll build you a customized financial plan. From optimizing your 401k to saving for your kids' college, you’ll get a clear, easy-to-understand roadmap that fits your budget.
Stay on Track
Life happens—jobs change, kids grow, and goals evolve. I stay by your side to manage the details and adjust the plan, so you can stop stressing about money and focus on what matters most.
Expertise doesn’t have to be expensive.
I believe that a high net worth shouldn't be a requirement for high-quality financial advice. Whether you’re just starting to save or you’ve been working for decades, you deserve a partner who is 100% in your corner.
My goal is to give you the same tools and data used by the wealthy, but at a price that actually fits your monthly budget. At Oakridge Financial Planning, we believe in fairness, transparency, and the power of a plan.
Financial Education
No jargon. No fluff. Just clear insights on how to grow and protect your money.
Read the BlogWho We Serve
Specialized guidance for the milestones that matter most to you.
Hardworking Households
You work for your money—now let's make it work for you. We help you balance current bills with future dreams through practical, low-cost planning.
Retirement Ready
You’ve put in the years. Now it's time to turn that hard work into a reliable, stress-free stream of income that lasts as long as you do.
Family Legacy
You’re building something for your kids and grandkids. We help you protect what you've built and ensure your family is secure for the long haul.
Solutions for Every Milestone
Professional guidance designed for real lives and real budgets.
Retirement Income
Turning years of hard work into a steady paycheck that you can't outlive.
Investment Growth
Smart, data-driven portfolio management designed to build long-term security.
Debt & Cash Flow
Practical strategies to manage debt and optimize your monthly spending.
Life Goal Planning
Clear roadmaps for major milestones, from buying a home to funding education.
Legacy & Protection
Ensuring your family is taken care of through smart estate and insurance oversight.
Small Business Advice
Supporting entrepreneurs with growth strategies and exit planning.
Personalized Fee Estimate
*One-time setup fee: $50.00. Fees are transparently calculated based on your specific assets and account count.
“Compound interest is the eighth wonder of the world. He who understands it, earns it… he who doesn’t, pays it.”
Let’s Lighten the Load
Starting can feel overwhelming, but you don't have to do it alone. Book a no-pressure, 100% free chat to see how we can make your money work harder for your family. No obligations, just a simple conversation.