Bridge Financial Planning
633 Chestnut St Ste 640, Suite 640
Chattanooga, TN 37450
Training: EVOKE® Life Planning Training Graduate more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
I’ve thought a lot about the word compromise lately. In some instances, it can be a very good, diplomatic and helpful way to solve tough issues that are rarely black and white. In other instances, it can mean that we’re settling. That’s what I’ve wanted to avoid as I’ve built this business for clients. There should be a no-compromise option for individuals and families to receive professional, unbiased support for all their financial goals. By de-coupling professional advice from product sales, we can work together on what is most important to you without potential conflicts of interest or undue focus on one aspect of your financial plan over another.About Jennifer Harper
While my professional life is focused on financial planning & investing, I don’t believe it’s all about money. I believe that we need to be good stewards of the resources we have and we will be able to achieve more for ourselves and for others if we are thoughtful and well prepared for the future. 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® professional in 2006. Additionally, I served as an Adjunct Finance Instructor at the University of Tennessee at Chattanooga from 2014 - 2017. In 2019, I earned the Certified Exit Planning Advisor (CEPA) designation to help business owners with their business specific planning needs. Having a solid financial plan is about giving you the peace of mind to enjoy all the things that are important to you. I am dedicated to helping my clients connect their realities of today with their goals. I support and volunteer with organizations dedicated to financial education, environmental sustainability, and positively impacting the lives of women.
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