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

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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.

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Ideal Clients

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

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

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