Bridge Financial Planning helps busy professionals develop financial strategies to connect today's realities with goals for the future. With professional guidance you'll stay in control of your finances. A significant number of our clients are business owners and we provide services that integrate the personal and business aspects of their lives.
Since one impacts the other, it's important to have a process that addresses both effectively. Business Owners have a lot of assets tied up in their business - that's not a big surprise, but an important distinction for the scope of work for their financial planning and investment management. There are many planning needs that are specific to business owners.
Since one impacts the other, it's important to have a process that addresses both effectively. Business Owners have a lot of assets tied up in their business - that's not a big surprise, but an important distinction for the scope of work for their financial planning and investment management. There are many planning needs that are specific to business owners.
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I've thought a lot about the word compromise lately. In some instances, it can be a very good, diplomatic and helpful way to solve tough issues that are rarely black and white. In other instances, it can mean that we're settling. That's what I've wanted to avoid as I've built this business for clients.
For example, if a financial planning engagement is priced at $3,500 and we manage assets of $200,000 the estimated annual asset management fee of $1,900 would apply to the planning fee and only the remaining $1600 would be charged separately. We can work with you on a comprehensive financial plan, or limit the scope of our engagement to the planning topics that are top of mind for you.
Working together starts from day one and requires effort on both parts. For your part, that means sharing a lot of data and answering several important questions. One size doesn't fit all, so the better we understand your situation, the better your plan will help you achieve your goals. At our initial consultation, we'll ask a lot of questions to better understand your goals and current circumstances.
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! We don't have investment minimums because we know that while investable assets are an important piece to a financial plan, they are not the only one.
Three years of client experience in financial planning, or two years' client experience while working with another CFP(R). 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.
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