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

Bridget Handke, CFP®, CAP®
Oct 16, 2019 5:48:42 PM

Recently, I was speaking with my younger sister, who is juggling caring for two young boys, a full-time job and a husband who travels. She’s tired....

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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 making major donations, there are some...

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

Many of our clients tell us they are considering downsizing in retirement. They may even be counting on selling their house and banking some of the...

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

When I was younger, I felt that focusing on money and finances, like how much I made or what new gadget I could afford, was a bit egotistical. I...

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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. Schools were closed and it was...

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

Something we’ve learned in our Financial Advisory firm is that a client’s retirement success in part depends on how financially savvy their kids are....

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

I have two millennial daughters and even though they have grown up with a financial planner for a mom, I realize they don’t know as much about money...

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

That’s the question we often get from clients when they come in to discuss their retirement. They’ve decided to retire but they don’t know what their...

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

The allure of tax free money is strong, especially when saving for your retirement. One way to accumulate tax free funds is to take advantage of a...

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

They say it's better to give than to receive. When it comes to gifting money, you likely want to make sure your assets go to the people and causes...

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Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.

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