Jennifer B. Harper, CFP^®

Founder & Principal

Bridge Financial Planning, LLC

633 Chestnut St., Suite 600
Chattanooga, TN 37450

FINANCIAL ADVISOR'S WEBSITE

www.bridgefinancialplanning.com

(423) 713-7820 CONNECT WITH Jennifer

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Bridge Financial Planning is a fee-only provider of financial planning & investing. We work with monthly retainers, AUM fees, and/or project based work.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Bridge Financial Planning website

General

Jennifer Harper is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bridge Financial Planning, LLC in Chattanooga, TN and the surrounding communities.

Financial Advisor Overview

Bridge Financial Planning provides fee-only financial planning & investing for today's professionals.

Financial Advisor Experience

Over the years, I have been privileged to work with a wide variety of clients, from young people wanting a ‘smart start’, to multi-generational high net worth families. These experiences have shown me that financial planning can be very complex, but the process doesn’t have to be intimidating or overwhelming. I began working in the financial services industry in 2000, earned an MBA from the University of Tennessee at Chattanooga in 2001, and became a CFP® in 2006. In 2005, I began developing a financial education non-profit organization, Common Cents Financial Literacy, Inc. to help guide young people toward an independent and responsible financial future. Additionally, I am an adjunct Finance instructor at the University of Tennessee at Chattanooga.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - CEPA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Startup, Starting a Family, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Bridge Financial Planning is a fee-only provider of financial planning & investing. We work with monthly retainers, AUM fees, and/or project based work.