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At Financial Bridges we offer to provide a broad range of financial services. These services fall into two basic categories: (1) Cash Flow/Debt Management Assistance, and (2) Planning and Investments.
Cash Flow - Debt Management Advice Program - This program begins with a group workshop to make advice available to you in a low-cost, but effective manner. To get started please complete the group workshop registration form located on the Forms for You page.
- Cash Flow Spending Plan
- Debt Management Advice
Retirement Planning, College Funding and Investment Advice - These services are rendered on an individual basis via hourly fees. To get started please complete the Confidential Questionnaire located on the Forms for You page, and then call or e-mail to schedule a free Get Acquainted Session. Please note that Get Acquainted sessions do not provide ‘answers’ to your financial questions, but allow you to decide if Financial Bridges is a good fit for you. These sessions generally last about one half hour.
- Personal Financial Planning
- Retirement Planning Strategies
- College Funding Advice
- Stock Option Advice
- Lump Sum Distribution Advice
- Tax Planning and Preparation
- Insurance Needs Analysis
- Second Opinion on Investments or Current Financial Plan
- Financial Seminars for Military, Church and Civic Groups
- Corporate Employee Financial Education - Seminars on 401(k)s, Employee Benefits, etc.
If your needs fit into one of these two categories we hope you’ll explore the site and follow the steps suggested above for getting started.
Why are services handled in two different manners?
Since forming Financial Bridges in 2002, Glenda Moehlenpah, CPA, CFP® has had a passion to help clients with issues relating to cash flow and debt management. Over time, she has discovered that clients with significant debt or cash flow problems have had difficulty in being able to afford her normal hourly fees. Furthermore, they have not benefited as much as she hoped from the free get acquainted session, since many prospective clients with cash flow or debt management issues need immediate answers – not a quote for work to be done.
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