Terry Bradford-Crane, CFP®, MBA BradfordCrane Company

About Terry Bradford-Crane, CFP®, MBA

Terry Bradford-Crane, MBA, CFP® began her career as a financial adviser and certified financial manager with Merrill Lynch in 1998 where she managed a multi-million dollar book of cash and securities for high net worth individuals and businesses. She regularly performed individual financial plan presentations to clients and developed and implemented financial planning strategies for cash and debt management, education planning, retirement planning, risk management, tax planning and estate planning. In August 2004 she established BradfordCrane Company to be a business platform to educate individuals on investment topics, inspire investors to reach for their own financial independence, deliver presentations on portfolio development and the “art” of selecting an appropriate financial advisor, and provide pro bono financial planning advice to organizations and individuals. Her commitment to financial literacy is evident in her community involvement over the years as a volunteer and guest speaker for several advisory boards and mentoring programs. She is a principal member and financial officer of Allied Approach Group, LLC, an aviation test and evaluation consulting firm where she manages the financial aspects of a portfolio of experimental flight test and support projects. She has a Master of Business Administration (Financial Planning) from California Lutheran University and is an adjunct faculty member for the California Lutheran University MBA in Financial Planning Program. In addition to establishing the Kitsap Peninsula Financial Planning Study Group, she volunteers for the Foundation for Financial Planning and is the owner and editor of PeaceOfMindWaypoints.com. Ms. Bradford-Crane is a CFP® Certificant and a member of the Financial Planning Association of Puget Sound.

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Recently Published

A Conversation with Annalee Kruger, founder of Care Right, Inc.

June 28, 2022

I had a wonderful time talking about my relationship with money over the years, financial caretaking, what I call “cultural capital”, with Annalee Kruger, founder of CareRight, Inc., a company that offers “white glove”, comprehensive, senior care planning services.  #money #planning #eldercareservices #carerightinc #annaleekruger #culturalcapital #financialplanning #cfp Enjoy! Terry

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Diversity, Aging, and Unexpected Waypoints

April 21, 2021

To face the challenge of navigating to and past various waypoints, an individual may be the educator or the student…the planner or the client...or any combination of these four roles.

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A Conversation About Financial Planning with Stevonne Fuller

March 17, 2021

Stevonne Fuller is an encourager. She is the owner and host of Antithesis of Superwoman(TM) podcast and on a mission to “provide encouragement to the overwhelmed… to share motivation, love and honesty on a global scale to help people transition from overwhelmed to overjoyed with grace…and in doing so, building a genuine community of encouragers.” … Continue reading A Conversation About Financial Planning with Stevonne Fuller

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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

  • Family Financial Planning
  • Holistic Financial Planning
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $100+/mo
  • Flat Fee: $3000+/engagement

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.

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