Services

At Oakridge Financial Planning, I provide personalized, goal-based financial planning that fits your life—not just your bank account. Whether you're managing day-to-day finances, preparing for a major life event, or planning for retirement, I offer honest guidance and strategies built around your unique goals.

I help with:

• ✅ Budgeting & Cash Flow Management – Take control of your spending and start building momentum

• ✅ Retirement Planning – Understand how much you’ll need, and create a practical plan to get there

• ✅ Debt Reduction Strategies – Pay down debt without feeling like you’re falling behind

• ✅ Investment Guidance – Build and manage a portfolio that aligns with your risk tolerance and long-term goals

• ✅ Insurance & Risk Management – Make sure you and your family are protected

• ✅ Tax-Aware Strategies – Reduce what you owe and keep more of what you earn (in coordination with your tax professional)

• ✅ Life Event Planning – Navigate home buying, career changes, marriage, or welcoming a child with clarity and confidence

I meet clients where they are—offering flexible options and transparent pricing with no hidden agendas or product sales.

Start building wealth—even with zero starting investment.

I believe that everyone deserves a smart, intentional investment strategy, no matter where you're starting from. My approach is designed to help you grow your wealth confidently and stay in control every step of the way.

Here’s what I offer:

• ✅ Low-Cost, Diversified Portfolios
  I build portfolios using a mix of asset classes to help reduce risk and maximize long-term growth—while keeping fees low.

• ✅ Regular Rebalancing
  I monitor your portfolio and rebalance as needed to keep your investments aligned with your goals, not the latest trends.

• ✅ Tax-Aware Strategies
  I help you invest smarter by looking for opportunities to minimize taxes, so you can keep more of what you earn.

• ✅ Non-Discretionary Trading
  You stay in control—I’ll make recommendations and provide analysis, but no trades happen without your approval.

Whether you’re just getting started or already investing, I’ll work with you to create a plan that’s transparent, cost-effective, and fully aligned with your goals.

Get expert guidance, accountability, and clarity—year-round.

Financial success isn’t a one-time event—it’s a process. That’s why I offer ongoing support through financial coaching and continuous planning, so you always have someone in your corner helping you adapt, stay focused, and move forward with confidence.

Here’s what you can expect:

• ✅ Personalized Check-Ins
  We’ll regularly review your progress, update your plan, and make adjustments as your life and goals evolve.

• ✅ Unlimited Q&A Access
  Got a money question? Big or small, I’m here to help—whether it’s a quick check-in or a deep dive into a new opportunity.

• ✅ Decision Support
  From major purchases to job changes, I’ll help you think through financial decisions before you make them—so you feel confident, not reactive.

• ✅ Goal Tracking & Accountability
  I’ll help you stay motivated and on track, with tools, checklists, and ongoing encouragement tailored to your journey.

• ✅ No Sales, No Pressure
  This isn’t about selling products—it’s about helping you build a stronger financial life, one step at a time.

Whether you’re looking to build new habits, reduce financial stress, or just want a reliable second opinion, I’m here to support you with consistent, judgment-free advice.

Strategic financial guidance for entrepreneurs, by an entrepreneur.

As a fellow business owner, I understand how much time, energy, and risk go into building something of your own. That’s why I work closely with small business owners to bring clarity and confidence to the financial side of their business.

Whether you're just starting out or planning your next phase of growth, I offer support in areas like:

• ✅ Retirement Plan Setup & Maintenance
  (401(k), SIMPLE IRA, SEP IRA) — so you and your team can save with confidence

• ✅ Cash Flow & Profitability Analysis
  Understand where your money’s going and how to optimize your margins

• ✅ Strategic Business Planning
  Align your financial decisions with long-term goals

• ✅ Succession & Exit Planning
  Prepare for a successful handoff—whether to family, a buyer, or key employees

• ✅ Personal + Business Integration
  Build a plan that supports your business and your personal financial future

My goal is to help you make informed, forward-looking decisions that support both your company’s success and your own financial well-being. And as a fee-only advisor, you can trust that the advice I give is always objective and in your best interest.

If you're ready to take a more strategic approach to your business finances, I’d be honored to help.