Bridge to a Better World
Here are some of the ways that Bridge Financial Strategies, along with our clients, are working to make a difference in our community.
Here are some of the ways that Bridge Financial Strategies, along with our clients, are working to make a difference in our community.
For every referral we receive, whether they end up working with us or not, we will donate $100, in your name, to the charity of your choice from our specially curated list. Everyone wins. Contact us if you’d like to learn more.
We invest time and resources to help local charities. Whether it’s a financial donation, volunteering time, or donating items such as canned goods, you can help us help others. Contact us and we’ll keep you updated on our latest events.
This program comes from the heart of our founder, Julie Kern. She has always had a passion for helping women achieve financial security, and Bridge Financial University has been a long-time dream of hers. Our new vision is to create a “university” that individuals from all walks of life can attend—at no cost to them. It’s designed to equip them with the financial education they need to create their own financial security with basics such as budgeting, debt management, saving and investing, taxes, credit scores, and more. The curriculum is still in the design phase, but we are sharing about it now so that you can begin thinking about women you might know who could benefit from it. This initiative will be funded by a percentage of our profits, so as we grow, we will be able to give even more!
Click here to view our online learning events.
We have been long-time supporters of this great opportunity to redirect some (or all) of your Arizona tax liability to a charity or school. You can review the list of qualifying organizations here and receive a dollar-for-dollar tax credit (up to the amount of your tax liability and subject to individual credit limits) for making qualifying donations to the following:
Click here for more details.