Serious Strategy. Main Street Values.
Professional financial planning and investment management designed for hardworking families who want a partner, not a salesman.
People First
No products to sell and no commissions to earn. My only goal is to help you reach yours.
Serious Tools
We use the Ridgeline framework to bring high-end market analysis to every household budget.
Zero Secrets
A simple monthly model starting at $34.99. You’ll always know exactly what you’re paying for.
Financial Planning for the Real World
I build roadmaps that respect your hard work and protect your future. No "minimums" to meet and no products to sell—just honest strategy that makes sense for your family.
💰 Cash Flow
Keep more of what you earn and build savings without cutting out the things you love.
🚀 Retirement Roadmap
Stop guessing if you have "enough." Get a clear plan to replace your paycheck and enjoy your hard-earned freedom.
🛡️ Family Protection
Insurance reviews and tax-smart strategies to ensure your legacy stays exactly where it belongs.
🏠 Major Milestones
Whether you're buying a first home, changing careers, or funding a college education, we'll run the numbers together.
📉 Debt Freedom
A mathematical approach to paying down debt while still growing your net worth.
🎯 Simple Investing
Institutional-grade portfolios designed for long-term growth, minus the complexity and high fees.
Growing Your Savings
You shouldn't need a million dollars to get professional investment oversight. I help you build a diversified, low-cost portfolio that grows alongside your career.
- ✓ Diversified Index Portfolios
- ✓ Automated Rebalancing
- ✓ Tax-Smart Contributions
- ✓ Transparent, Data-Driven Picks
Personalized Coaching
Wealth isn't built in a day—it's built through months of smart decisions. I provide the steady accountability you need to stay on track when life gets busy.
- ✓ Direct Access to Your Advisor
- ✓ Yearly Progress Reviews
- ✓ Fast Answers to Big Questions
- ✓ Career & Salary Negotiation Support
Meet Zachary Willie, MBA
I founded Oakridge Financial Planning with a simple belief: Everyone deserves access to high-quality, objective financial strategy.
With an MBA and years of experience in deep-dive financial analysis, I’ve spent my career crunching the numbers. Today, I use those same skills to help families like yours navigate retirement, investments, and life's big transitions—all without the high costs or sales pressure of traditional firms.
A Clear Path to Results
You don't need more complexity. You need a simple way to move forward.
The Free Chat
We start with a 15-minute, no-obligation chat. We’ll talk about your goals and see if my approach to low-cost planning is a fit for your needs.
The Custom Roadmap
I do the heavy lifting to build your personalized plan—covering everything from your 401k to your monthly savings—so you have a clear way forward.
Ongoing Partnership
I don't just hand you a binder and leave. I stay by your side to manage the details, adjust for life changes, and answer your questions all year long.
“Take the weight off your shoulders. Whether you're navigating retirement or just trying to optimize your savings, let’s talk through the numbers together—no pressure, no jargon, and zero obligation.” - Zachary