Bridget Handke, CFP®, CAP®

Bridget Handke, CFP®, CAP®
Bridget Handke, one of the owners of Birchwood Financial Partners, has a personal mission to help people thrive. She does this by developing long-term relationships with clients that enables her to understand what is most important to them. Bridget strives to give clients a sense of confidence. She is able to translate complex financial concepts into plain language so their personalized financial plan is understandable, flexible and helps promote peace of mind.
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Recent Posts

Strategic Philanthropy: Use These Strategies for Tax Benefits

Bridget Handke, CFP®, CAP®
Jul 10, 2019 7:00:00 AM

Whether it's bundling your donations in one year rather than over two, or figuring out the right year to start ... Read More

Financial Implications of Downsizing Your Home for Retirement

Bridget Handke, CFP®, CAP®
Jun 5, 2019 6:26:20 PM

Many of our clients tell us they are considering ... Read More

How to Invest in Your Future: How Women Can Keep Financial Planning Top of Mind

Bridget Handke, CFP®, CAP®
May 8, 2019 3:57:25 PM

When I was younger, I felt that focusing on ... Read More

Kondo'ing Your House? Don't Forget to Organize Your Finances, Too.

Bridget Handke, CFP®, CAP®
Mar 6, 2019 11:20:53 AM

During our record breaking cold snap in Minnesota, I saw many friends posting about Marie Kondo-ing their house. ... Read More

Teaching Financial Stability to your Kids

Bridget Handke, CFP®, CAP®
Dec 13, 2018 4:34:25 PM

Something we’ve learned in our Financial Advisory firm is that a ... Read More

Millennial Money: Teaching Your Children How to Manage Their Finances

Bridget Handke, CFP®, CAP®
Sep 19, 2018 10:47:55 AM

I have two ... Read More

I Set My Retirement - Now What?

Bridget Handke, CFP®, CAP®
Sep 5, 2018 9:57:49 AM

That’s the question we ... Read More

Determine if Roth Conversions are a Smart Strategy for You

Bridget Handke, CFP®, CAP®
Aug 29, 2018 10:23:12 AM

The allure of ... Read More

Gifting Money: How to Create a Tax Savvy Plan for Larger Sums

Bridget Handke, CFP®, CAP®
Aug 15, 2018 1:53:29 PM

They say it's ... Read More

Financial Planning for Widows: Managing Money after Losing a Spouse

Bridget Handke, CFP®, CAP®
Aug 2, 2018 12:51:04 PM

The death of a ... Read More