Our Philosophy on Financial Services

Financial services is the story of your life. financial services help define the Bridge. What do we mean by the Bridge? The Bridge is the path between where you are now and where you want to be. It is a space of possibilities available to you and your family. Financial services work best with people who are willing to learn, grow, and take action to recognize and confront the Bridge.

Most of our clients are individuals, families, and businesses who desire ongoing professional assistance and coaching in the creation and implementation of strategies to pursue their life goals.

We realize that our service is not right for everyone. Over the years, we have found that our firm works most effectively with people who share some of the following characteristics:

An open mind and a willingness to creatively brainstorm with us and to engage in a continuing dialogue about the goals that drive their life values.

Recognition that we do not have all the answers, and that financial services and asset management are really not an exact science.

Realistic objectives and a willingness to communicate those expectations to our firm as clearly as possible.

Sufficient trust in us and our guidance so they commit to ignoring all financial noise and garbage (CNBC, financial magazines, well-intended co-workers, friends, relatives, and neighbors).

A commitment to hold up their end of the relationship by delivering financial information and completing the necessary tasks in a timely manner.

A desire to have a financial strategy that organizes their financial lives, and which uses their human and financial capital to create a result that helps them pursue their goals.