About Us

Oakbridge Financial Planning exists for one reason: to give young professionals a trusted place to talk about money, make good decisions, and feel less pressure about getting it all “right.”

We work primarily with 25–35-year-old couples with household incomes over $175K who are building careers, families, and lives they care about deeply. They don’t want to become finance experts—they just want a clear plan and someone in their corner.

We’re here to make money feel lighter for busy, high-earning young couples.

A lot of our clients come to us feeling like they’re doing well on paper but still stressed behind the scenes. Money is on their minds in the shower, on the commute, and when they’re trying to fall asleep.

They’re asking questions like:

• Are we actually on track, or just winging it?

• Can we afford a home… kids… a career change?

• How do we balance enjoying life now with being responsible for later?

Oakbridge was founded to answer those questions with honesty, clarity, and zero judgment. We believe good financial planning is less about chasing a number and more about helping you live a life that feels intentional and grounded.

Why we do this?

• People before spreadsheets
  Your life, values, and relationships come first. The numbers are there to support them, not the other way around.

• Clarity over complexity
  We translate the jargon and keep things simple, so you understand your plan and can actually use it.

• Transparency and trust
  Clear pricing, clear recommendations, and advice that’s always in your best interest.

What We Stand For

• Partnership, not lectures
  We don’t judge, scold, or talk over you. We listen, explain, and make decisions together.

• Real life over perfection
  Your plan has to work in the messy reality of promotions, toddlers, renovations, and late-night Uber Eats.

I started Oakbridge Financial Planning because I kept meeting people who were smart, successful, and earning good money—but still felt unsure and stressed about their finances. They didn’t need another app or hot stock tip. They needed someone they could trust to walk through the big decisions with them.

Over the years, I’ve worked with a wide variety of clients navigating everything from first homes to career changes to parental leave and early retirement dreams. My favourite part of the work is connecting my client's "Why" to the numbers and implementation of their financial plan.

Outside of meetings and spreadsheets, you’ll usually find me spending time with my family, playing sports or working on a home project. I know first-hand how busy life can get, and I take it seriously that you’re trusting me with your time and your financial life.

About Steven

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