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

How to Start the Retirement Process: A Timeline for your 40s and On

Bridget Handke, CFP®, CAP®
Jul 25, 2018 2:25:00 PM

You’ve been saving for years and you can see retirement down the road. What is your timeline? How does all this fit together? Below is a timeline on...

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Invest Like a Woman: 6 Ways Women Can Wield Their Financial Power

Bridget Handke, CFP®, CAP®
Jul 18, 2018 10:25:00 AM

I’ve never engaged in Millennial bashing because I can’t think of anything bash-worthy. I love Millennials! I have two daughters, both in their...

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Raising Financially Responsible Children: Ideas of Where You Can Financially Help After They Have Left the Nest

Bridget Handke, CFP®, CAP®
Jun 27, 2018 10:28:00 AM

I was one of those moms who insisted her kids do chores. Not just 5 minutes worth but a number of regular daily chores. We did this to develop of a...

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4 Tips from Financial Advisors on Paying Your Monthly Bills without the Fuss

Bridget Handke, CFP®, CAP®
Jun 13, 2018 12:16:00 PM

We see it time and again. Some of our brightest, most affluent clients struggle with paying bills. It’s not that they don’t have enough money. It’s...

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How to Financially Plan for Your Children's College Tuition

Bridget Handke, CFP®, CAP®
May 9, 2018 10:35:00 AM

Is college worth it? A few years after baby boomers finished college beginning in the 90s, the cost of education started rising higher than the costs...

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Six Financial Things You Can Do Now That Your Future Self Will Thank You For

Bridget Handke, CFP®, CAP®
Apr 18, 2018 11:36:00 AM

Recently at a family reunion, I overheard my niece Brittany explaining to my daughters that she often says, “Thank you Past Brittany!” That got my...

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The Nine Financial Tips Everyone Should Know Before Becoming A Widow(er)

Bridget Handke, CFP®, CAP®
Apr 4, 2018 10:40:00 AM

My sister in law is an Emergency Room nurse. Our conversations can be odd in that when I talk finance, she wants to cover her ears. When she talks...

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How to Make your Charitable Gifts Strategic and Impactful

Bridget Handke, CFP®, CAP®
Mar 7, 2018 10:43:00 AM

Slogging through mud and plunging into ice cold water. Those are things I’ve done for charity. I support others who also love a challenge. I’m the...

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

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