Who We Are and What We Do
At Bridge Financial Strategies, we have one goal: Help women achieve financial security. We have developed and refined a process that aligns every aspect of our clients financial lives and prepares them to address any event on the horizon. No matter where you are today, we will connect the various pieces of your wealth management puzzle with our disciplined, personalized approach. When you work with Bridge Financial Strategies, our team will help you:
- Feel confident in your financial future. The financial world and markets may bring uncertainty, but that doesn’t mean you have to feel the same in your financial life. From day one, we’ll work with you to uncover every concern and question you have, and then provide the guidance you need to move forward with confidence.
- Be prepared during life changes. We help women in transition make informed financial decisions and secure their futures. Whether you are going through a divorce, facing widowhood, or entering retirement, we will help you strategically and comfortably enter your new life chapter and preserve your wealth.
- Have an experienced guide and ally by your side. We deeply invest our time and concern in the clients we serve, and care for each person like family. You can expect a meaningful relationship, regular conversations, and personalized guidance through every life milestone and market environment.
- Streamline your financial life with one central resource. From divorce strategies to financial strategies to annual taxes and beyond, we can support your entire financial world — so you always know where to turn for answers and guidance.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Request our Free Women and Investing Guide
A Financial Guidebook for Women
Women investors face many challenges to building wealth and securing their financial futures. We developed this resource as a guidebook for women who are seeking perspectives on how to take control of their financial lives. We hope you find useful information that helps you make the most of your financial well-being today and every day.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Important items to consider when purchasing condo insurance.
Healthy habits are one of the greatest gifts to give your child.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Understanding the economy's cycles can help put current business conditions in better perspective.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work to pay your federal tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
$1 million in a diversified portfolio could help finance part of your retirement.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Even low inflation rates can pose a threat to investment returns.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
When do you need a will? The answer is easy: Right Now.
How will you weather the ups and downs of the business cycle?