It's Time to Think Differently about Your Money

We work to get clear on your goals, establish livable guidelines instead of rigid rules, and design a plan that gives you freedom. Your Financial Plan should match your values and value your quality of life as much as your money.

 

Where You Are

Years of experience have prepared us to guide you through life's transitions.

Where You Want To Be

We partner with you to create a financial roadmap tailored to your goals and dreams.

How You Get There

With a partner who believes that your financial planning needs to consider much more than investments and returns.

Mindful Planning Towards Financial Freedom

Have the confidence and clarity of knowing you’ve got an individual plan in place that aligns with your goals to take care of both your financial future and those you love.

Learn More

Meet Our Team

Stella | Chief Morale Officer | Bridging Wealth Solutions TN

Stella

Chief Morale Officer, Boxer Extraordinaire

With the support of the right professionals, you can have a better life beyond divorce.

Show me how

Recent Blogs

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.