Financial Planning & Investing for Today’s Professionals
PROFESSIONAL GUIDANCE. FINANCIAL PEACE OF MIND.
Our Process Starts with You.
We help clients who are ready to make progress. Your goals are at the center of the conversation. Every client circumstance is unique, and to do our work well, we look into a variety of topics to be sure that everything is aligned in a consistent direction to meet your goals.
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Will I have enough? When is it ok to pull back from my career? These are tough questions to answer without doing the work of financial planning. It incorporates most all of the other topics listed here. You work hard and your retirement plan should too.
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We don’t sell insurance, but we do advise our clients on coverage based on their risk profile. After all, insurance is simply a risk transfer technique. If you have a risk you are unwilling or unable to meet on your own, that’s when insurance comes into play. We believe in matching coverage to the risk management needs of our clients. No more and no less.
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Education funding can be expensive! Planning ahead and setting clear priorities and guidelines around how much and what kind of education funding is possible and prudent is sometimes a tough call for parents. We can be an objective third party and offer advice on the best ways to fund your educational goals.
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Charitable giving can take many forms: time, talent, and treasure. It’s not always a financial gift, but when it is, you’ll want to be as efficient and effective as possible. We’ll help you evaluate the best ways to accomplish your philanthropic goals.
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We are not CPAs, but there are several areas of financial planning that impact tax efficiency. We’ll work with your tax professional and offer tax efficient strategies.
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Cash flow is the foundation of finance. With a surplus, goals can be achieved in time. We take time to work with our clients to get cash flow as accurate as possible so the results of your plan will be too.
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Investments are an important part of financial planning, but not the only one! For planning only clients, we offer insight and guidance around target allocations and diversification. For clients using our investment management services, we offer full management, support, and regular reporting of your investment management goals.
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Are you making the most of the benefits you have? We evaluate your options and offer advice to make good choices during open enrollment. If you’re a business owner, we can help start or manage a retirement plan for your company.
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Every family is unique. From health challenges, to blended families, or spendthrift tendencies, each circumstance is unique and the techniques to address them should be too.
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We’re not attorneys, but we often coordinate our work with estate planning attorneys to be sure that the intent of our clients is reflected in their estate plan. From beneficiary designations, to account titling, and clear communications, a good estate plan is a gift to yourself and your family.
Who We Help
Today’s
Professionals
We know you’re busy and juggling a lot of different priorities including day to day life, family, and career. Our role is to help you identify your long-term priorities & goals and help you implement planning & investment strategies that are aligned. This allows you to focus on all the other things that are important to you!
Business
Owners
Many entrepreneurs have a lot of assets tied up in their business. That doesn’t mean you don’t have planning needs - in fact, there are some planning needs that are specific to business owners! Your needs are unique and require coordination between your business and personal life.
Nearing (or in) Retirement
This is a critical time to make the most of the resources you have. Making the transition from a saving mindset to one of spending in a sustainable way for the long-term can be tough. We evaluate your resources and circumstances to develop a strategy that will help you reach your goals for the years to come.
Why Bridge?
We help our clients develop financial strategies to connect the realities of today with your vision for your future. With our professional guidance you’ll stay in control of your finances.
