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.

A service 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.

A service which 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.

Invest in your child’s future.

We’ll guide you through tax-advantaged savings options, like 529 plans, to help you fund your child’s education without sacrificing your other financial goals.

Plan for the life you want.

Our financial planning services are designed to help you set and achieve your short- and long-term financial goals. Whether you’re saving for retirement, a home, or your child’s education, we’ll build a customized plan to get you there.

Our financial coaching services are designed to give you the confidence, knowledge, and tools you need to improve your financial habits and achieve your goals.

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.

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

A service which 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.

A service which 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).