Bridge Financial Planning, LLC
About Bridge Financial Planning
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. There should be a no-compromise option for individuals and families to receive professional, unbiased support for all their financial goals.
By de-coupling professional advice from product sales, we can work together on what is most important to you without potential conflicts of interest or undue focus on one aspect of your financial plan over another.
Over the years, I have been privileged to work with a wide variety of clients, from young professionals looking for a ‘smart start’, to multi-generational high net worth families. These experiences have shown me that financial planning can be very complex, but the process doesn’t have to be intimidating or overwhelming.
I began working in the financial services industry in 2000, earned an MBA from the University of Tennessee at Chattanooga in 2001, and became a CFP® in 2006. In 2005, I began developing a financial education non-profit organization, Common Cents Financial Literacy, Inc. to help guide young people toward an independent and responsible financial future. Additionally, I served as an adjunct Finance instructor at the University of Tennessee at Chattanooga for four years.
While my professional life is solely focused on financial planning and investing, I believe it’s all about a lot more than just the dollars and cents! I believe that we need to be good stewards of the resources we have and we will be able to achieve more for ourselves and for others if we are thoughtful and well prepared for the future.
Having a solid financial plan is about giving you the peace of mind to enjoy all the things that are important to you.
I am dedicated to helping my clients connect their realities of today with their future goals.
CFP®’s are obligated to act in their client’s best interests. Period. Not everyone in the financial services industry is held to this standard.
A CERTIFIED FINANCIAL PLANNER™ has, at a minimum:
- An undergraduate degree
- Three years of client experience in financial planning
- Completed a financial planning education program including:
- General Principals of Financial Planning
- Insurance Planning
- Investment Planning
- Income Tax Planning
- Retirement Planning
- Estate Planning
- Interpersonal Communication
- Professional Conduct and Fiduciary Responsibility
- Passed a rigorous comprehensive exam (historical pass rate of 55-60%
- Completed a required 30 hours of continuing education hours bi-annually
- Committed to adhering to the standards of ethics and practice outlined in the CFP Board’s Standards of Professional Conduct