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Financial Services

The financial world is complex enough, and we believe you shouldn’t have to search for advice from multiple advisors in order to address all of your wealth management needs.

At Bridge Financial Strategies, we specialize in working with women like you: Busy, intelligent individuals who want expert advice and hands-on guidance to help them reach their goals. Our clients are often single or living independently for the first time in many years and desire an advisor who will help them rediscover their financial confidence. 

We can streamline your wealth management by combining all the expertise you need in one place—delivered by an advisor who cares deeply for you and understands exactly how you define financial comfort.

Reach Your Goals With the Bridging 3D Process™

We have developed and refined a process that brings the many pieces of the tax planning and wealth management puzzle together to give you a complete picture of your financial future.

Step 1: Discovery
We find out exactly where you are in your financial life, what you need to address, and what are your most important priorities.

Step 2: Design
We design a strategy that reflects your unique priorities, concerns, risk tolerance, and long-term goals. 

Step 3: Deployment
We implement your plan to get you where you want to go. As your objectives or circumstances change, we’ll adapt your plan to fit your evolving needs.


Certifications to Help Streamline Your Financial Life

Our founder, Julie Kern , has continually advanced her education with one goal in mind: providing better service to our clients. She has earned numerous certifications, along with a Master’s degree in Taxation, in her quest to help women take control of their financial needs.

Julie will be your advocate through every life stage and financial milestone, and she can help you:

Manage Your Taxes

As your Certified Public Accountant, Julie Kern will prepare your tax returns and design tax-saving strategies to help you keep more of your money. You won’t have to question whether your CPA and Financial Advisor are on the same page, because with Bridge Financial Strategies, they’ll be the same person. 

Plan for Tomorrow

Julie Kern, a CERTIFIED FINANCIAL PLANNER™ professional, uses advanced planning techniques to customize your financial strategy, so you find comfort now and the best opportunity for a secure financial future. 

Navigate a Divorce

If you ever go through a divorce, Julie Kern is a Certified Divorce Financial Analyst® professional and will apply knowledge, expertise, and caring to help you find a clear, constructive path through this life transition. 

Are You Prepared for the Future?

Building the lifestyle and wealth you desire depends on making the right choices today. 14 Questions You Need to Answer About Your Financial Future  to ensure you’re on the right path.
 

14 Questions You Need to Answer About Your Financial Future

Lifestyle

  1. How much money will I need to retire?
  2. What kind of a lifestyle do I want in retirement?
  3. Can I afford to own a home?
  4. How much should I be saving each month?
  5. Will I have the freedom to travel?

Wealth Management

  1. How can I save money on taxes?
  2. Which investments are best for my goals?
  3. How are world events and market changes affecting my investments?
  4. How do I know I’m making the right decisions?
  5. Am I taking the right amount of risk?

Legacy

  1. Will I have money to leave to my children/grandchildren?
  2. What happens if I can no longer work?
  3. What happens if I become ill or mentally incapacitated?
  4. How can I make sure I’m not a burden on my children?