Jennifer Harper, CFP®, MBA Bridge Financial Planning, LLC

Contact this advisor

About Jennifer Harper, CFP®, MBA, CEPA®

Working with clients for the last 20 years has taught me that financial planning can be complex, but it doesn’t have to be intimidating or overwhelming.

Bridge Financial Planning specializes in working with business owners and other professionals to develop strategies to bridge the gap between where you are and where you want to be financially.

We offer comprehensive planning and investment management services for our clients and their businesses.

Contact this advisor

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Business Owners
  • Business Planning
  • Gen X
  • Investment Planning & Management
  • Pro Bono

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo + $500+ upfront
  • Hourly Fee: $250+/hr
  • AUM: .60%+

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Loading...