Bridg3 Financial Boutique, LLC

Bridging the working class to financial peace & generational wealth

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About Bridg3

About Bridg3 image
Our Story: Bridg3 Financial Boutique was founded on the principles of integrity, transparency, and happiness. You see it in the news all the time, corruption in the financial services industry, people's life savings gone, or parents having to work past retirement age.

The sad truth: if you don't have a certain amount of wealth, most financial advisors won't work with you.
We recognized these challenges affect working-class families and set a plan in motion to help families manage their finances and have the chance to be happy and lead a fulfilling lifestyle.

The ever growing burdens of financial management can often make this a seemingly impossible goal; however, With just a few small changes, we can help transform your finances and help you lead the life you deserve.

Our Vision is to make a difference in all families so they feel more comfortable with their finances to achieve their financial goals.

Our Mission is to empower individuals to make sound financial decisions so they can have more of what money will never buy.

Work with Us

FINANCIAL COACHING

Coaching helps you evolve your financial literacy skills so you can create attainable financial goals and a road-map to get there. We teach you how to create a financial plan such as how to develop money management skills, how to build savings, or how to pay down debt.

TAX PREPARATION

Tax filing season is only a few months of the year, but tax planning is year-round. We help put more of your refund into your pocket, and if you owe the IRS, we ensure the accuracy of various tax forms and provide strategies for next time.

WEBINARS & WORKSHOPS

Boost your literacy with our monthly webinars, offering interactive learning across diverse financial topics.

How Does Financial Coaching Work?

Step One - Clarity

Step One - Clarity

"Clarity" is a personal development service empowering individuals to determine clear vision & life goals. This is where we take a financial snapshot (income, savings, monthly spending) of where you are currently.

Step Two - Dream

Step Two - Dream

"Dream" is a creative guidance service enabling individuals to visualize and map their life goals. A GPS can't guide you unless you put your starting location first.

Step Three - Design

Step Three - Design

"Design" is where we focus on transforming your ideas into visual realities with personalized guidance and creative solutions.

Step Four - Build

Step Four - Build

"Build" is where you put all your handwork into action. You will accomplish short-term on the pathway to building your financial future.

Step Five - Thrive

Step Five - Thrive

Not just living - thriving. Not living paycheck-to-paycheck - thriving. You will have the skills and expertise to continue making wise money decisions and build generational wealth.

F.A.Q

The Consumer Financial Protection Bureau defines a financial coach as a trained professional who collaborates with and guides their clients to reach their financial goals. The process is personalized and non-judgmental. Financial coaches provide support, encouragement, accountability, and tools to help people make informed decisions.
Financial coaching is a flexible approach and covers a wide range of financial goals:

  • Creating a financial plan
  • Money management
    • Creating a budget
    • Analyzing spending habits
  • Building or repairing credit
  • Creating healthy financial habits 
  • Creating healthy financial goals

A financial coach is someone who will help you understand the basics of personal finance and help you develop and maintain healthy financial habits. Their main job is to empower their clients to reach their financial goals and learn how to handle their finances responsibly. They typically work with clients who want to save money, create a budget, pay off debt or just improve their financial literacy in general.

While on the other hand, a financial advisor is someone who helps you build wealth and prepare for your future through long-term financial planning. While they can advise in all facets of personal finance, they tend to focus on comprehensive financial goals that last throughout your lifetime and beyond. They usually work with clients who want to manage their assets, build an investment portfolio, and plan for their retirement. A financial advisor also helps with taxes, estate planning, health care and long-term care planning.
The answer is: it depends.
Practically speaking, a financial coach will help you set and achieve financial goals and develop better money habits. You should work with a coach if you need help tackling these tasks (and much more):
  • Debt reduction/debt elimination
  • Cash flow and monthly expense planning
  • Helping build or repair credit
  • Talking to your significant other or family about finances
  • Planning and saving for big goals—a wedding, a car, a down payment for a home
  • Strategizing when and how to save for retirement
  • Saving for college
  • Young professionals - starting out financially strong
Remember a dream without a plan is called a wish! No one wins championships by accident. Even world-class athletes have a coach, because the reality is, we never outgrow our need for guidance.  

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