Job Change, Divorce, Widowhood, Empty Nest, Retirement, Caring for Parents…

The Big Picture:

Life changes can be stressful.  Sometimes exciting, sometimes frightening, they can cause us to question if we are doing the right things with our money.  That’s where we can help.  Our focus is to help women and couples make sound financial decisions by educating them on their options and helping them make informed choices.  As holistic financial planners, we help our clients look at all aspects of their lives to create a plan that works best for them.  Most importantly, we help build flexibility in the plan to allow for the inevitable opportunities and challenges that life brings.  Understanding the big picture of your money is an important first step to your financial future.  We regularly meet to look for financial planning opportunities that arise from life, laws and the economy.

Investment Management:

Once your plan is designed, we will handle the investment management for you.  Our team includes an Investment Manager whose sole job is to take care of our client’s investments.  We strive to provide you with clear and concise communication regarding your investment portfolio.  We understand you are busy taking care of the other aspects of your life.  

Team Approach:

Our team consists of four Certified Financial Planners (CFP^®) with various specialties.  Additionally, our Investment Manager is a CFA charterholder.  We believe collaborative teamwork provides a better experience for our clients.  Our combined experience and specialties allow us to design optimal strategies so you can better reach your financial goals.  Additionally, our clients have the comfort that an entire team is available to assist them rather than being dependent on one person’s availability.

Bridget’s interest in financial planning started early in her marriage after a few money blunders made it clear someone had to take charge of the family finances. Once she discovered so many of her women friends knew little about money and investing she decided to change careers. She became a Financial Advisor in 2003 and has been helping women and couples make sound financial decisions ever since. Bridget has a particular interest in helping widows reevaluate their financial situation and find security and solid ground in their new life.

Bridget attended Santa Clara University and graduated from Iowa State. A transplant from Illinois, she and her husband Dan are longtime residents of Apple Valley and she is very involved in volunteering in their community. For the past decade she’s been a dedicated soccer and hockey mom and has recently experienced firsthand the joys and trials of sending a child to college.

Bridget is a Certified Financial Planner™ professional as well as a Registered Representative and Investment Advis