Fee-Based Planning Services
Access a variety of individual and business financial planning solutions through Bridge Street Wealth Strategies.
A Plan for You – And Only You.
When you meet with Bridge Street Wealth Strategies you can be assured that the financial plan you receive has been made just for you and with your best interests in mind. Our plans are designed based on a proven process we use to collect your financial details and understand your financial goals.
Because of our dedicated approach to providing you a tailored plan specific to your financial goals, we do charge for our services. We provide financial plans and guidance to you for either an hourly rate or a flat fee. All fees associated with the planning process will be discussed during our first meeting.
Individual Planning
No matter which life phase you're preparing for, we are committed to providing honest and comprehensive services to help you reach your long-term financial goals.
Business Planning
Attracting and retaining top talent is usually a key business initiative. Ensure you have the benefits that empower your employees to give their best to your business.