Strategic Investing: Evidence-Based Strategies for the Modern Couple

Are you investing, or are you just speculating?

For most high-earning professionals, the challenge isn't making money—it's managing it with the same level of rigor they apply to their careers. If your investment strategy is a patchwork of "hot" tech stocks, high-fee mutual funds, and whatever you read on social media this morning, you are likely leaving expected returns on the table.

Join Oakbridge Planning for an evening of financial clarity. We’re stripping away the jargon and the "get-rich-quick" noise to show you how to create an investment strategy that fits your personal situation.

• The Power of Starting Today: Why "time in the market" beats "timing the market" every single time for high-earning couples.
• The Three Asset Pillars: A simple, jargon-free breakdown of Cash, Bonds, and Equities—and exactly what role each plays in your long-term success.
• The High Cost of Complexity: Why "sophisticated" investment products often fail, and how to spot the hidden fees that erode your wealth.
• Investing as a Couple: How to merge two careers and two financial personalities into one unified, stress-free strategy.

We don't believe in market timing, stock picking, or unverified "alpha." We believe in Evidence, Diversification, and Discipline. Our strategies are grounded in decades of financial research and the belief that the market is an efficient machine for building wealth.

• Couples aged 25–35 with a household income of $200,000+.
• Professionals in Tech, Law, Medicine, or Corporate Leadership.
• Those who value academic rigor over speculative "tips."

• 8:00 PM: Check-in & Networking
• 8:05 PM: Phase 1: The Risks of Investing or Not Investing.
• 8:15 PM: Phase 2: The Three Pillars of Investing
• 8:25 PM: Phase 3: Building an Evidence-Based Portfolio
• 8:40 PM: Q&A, Prize Draw, & Closing Remarks

All attendees will be entered into a draw for a $100 gift card to The Keg for your next date night as a couple!

Oakbridge Planning is an independent firm dedicated to goals-based planning. Investment involves risk. Past performance is not indicative of future results.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Oakbridge Planning