What is a Financial Plan?

Ask 10 advisors, and you’ll receive 10 different answers.

But not at BayBridge. Our CFP® professionals will build you a comprehensive financial plan, including the following:

Cash Flow Monitoring

Retirement Planning

Investment Management

Insurance Analysis

Tax Management

Estate Support

Goal Planning

FAQ

OUR APPROACH

Organize

A checking account here, an old 401(k) over there?

We build and maintain a custom financial portal that allows you to view all of your assets, liabilities, and other important documents in one place. Daily updates provide you with complete control over your finances and the ability to make fully informed decisions with your advisor in real time.

Incorporating the services of our tax, estate, mortgage, and insurance professionals will provide consistency and help you remain on track while pursuing your goals.

Aspire

Whether you are looking to purchase a new home, start a business, retire early, or invest more time in your personal endeavors, no ambition is too great.

BayBridge defines success as the ability to utilize your savings towards your ambitions. We can get you there.

 

Strategize

It has been said that “a goal without a plan is just a wish.”

Our step-by-step plans will help you get started on the right foot and stay there.

Our custom communication system monitors all recommended tasks, and your investment performance is mailed to your quarterly. A comprehensive financial plan is reviewed with your advisor a minimum of twice per year. You will stay on track to turn your goals into a reality.

Adapt

Life happens. Investment values fluctuate, jobs change, and cash flow can be unpredictable.

But don’t worry: we know a good financial plan involves some level of control. With our partnership, we will assess your progress so you can remain nimble.

We are proactive with your financial plan, utilizing industry-leading technology and traditional insight, so you can focus on what matters most.

No Sales Goals. No Quotas. No Kidding.

We focus solely on fulfilling the needs of our clients and helping them to achieve their objectives.

Our service model is supported, not dominated, by technology. The efficiencies of modern software help us to reduce costs, not service, for our clients.

Investment Management

IRA & Roth: 0.5% of AUM per year

Financial Planning

Starting at $199 per month