Frequently Asked Questions
FAQs
How is being a Certified Financial Planner different?
A CFP™ has (at minimum): an undergraduate degree, three years of client experience in financial planning, completed a financial planning education program, passed a rigorous comprehensive exam, committed to adhering to the standards of ethics and practice. Not everyone in the financial services industry is held to this standard.
I’m not local.
Can we still work together?
Yes! We have worked with clients across the country, providing our services virtually to accommodate everyone regardless of location. We have built Bridge Financial Planning with some of the most advanced technology, and we remain deeply committed to ensuring that your personal and financial data is thoroughly protected at all times.
Is Bridge Financial Planning
a good fit for me?
If you know where you are and where you’d like to be, but don’t have a clear picture of all the steps in between, we can help you build that Bridge! We work with clients that are motivated to share important information, work through what their priorities and goals are, and are willing to make changes to realize results.
Who would NOT be a good fit for Bridge Financial Planning?
This process should be a partnership, so if you’re not ready to put effort into your financial future, this won’t work. We’ll need to have regular communication to set up a path for success. If you’re not comfortable using technology to manage your financial life. If you’re looking for a swanky office with lots of pinstripe suits and jargon – we’re probably not a good fit. If you want your advisor to pick stocks or predict the markets - we’re not that guy.
What is your
account minimum?
We don’t have account minimums. You may be a professional growing your life, family, and career or a business owner with assets tied up in the company. There are several reasons why a minimum investment may not work for you, and that places an unhealthy focus on only investments when we know financial planning is so much more.
What is your
investment philosophy?
We don’t believe in predicting the future. We believe that low-cost, risk adjusted asset allocation along with self-discipline works best in the long run. To learn more, check out this document for additional information. We work with our clients to determine their goals, and the investments needed to help accomplish and build a portfolio that is designed to achieve those goals in an appropriate time frame.