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Living Well and Making an Impact

Our clients want to achieve their financial goals and create strong foundations for themselves and their families. But, they also want to make an impact in their immediate & global communities. They want their values to be reflected in their investment selections. If this is you, you’ve come to the right place!

Values-Based Planning

It is a myth that you need to be ultra wealthy in order to live a life with impact. You can start living well and making impact in your communities right HERE and right NOW. At Bridgelane Financial, our goals are to assist you in developing a financial plan to live out a life that reflect your values.

We strive to make impact in our community here in the Bay Area. Our desire is to assist our clients to make the most impact in their own communities. Let’s multiply our impact together!

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SERVICES PROVIDED

“When I am not working with clients...you can find me somewhere in between inspiring others, working on myself, dodging negativity, and slaying my goals.”
FOUNDER & FINANCIAL PLANNER, BRIDGELANE FINANCIAL

  • Ways to Invest

    Every day, investors make decisions to help make the world a better place.
    But when it comes to investing, are portfolios aligned to personal values? ESG Investing is a term that is often used synonymously with sustainable investing, socially responsible investing, mission-related investing, or screening. We define it as the consideration of environmental, social and governance factors alongside financial factors in the investment decision-making process.

  • Ways to Connect

    Are you connected to your inner self and community?
    • Which expenditures from the past year do you remember with a smile? Use those insights to guide your spending in the year ahead.
    • When during your life do you recall being happiest? Figure out what made it a happy time and what role money played.
    • Should you make more time for friends and family? Which activities are you most passionate about and find most absorbing?
    • Could you rearrange your life, so you devote more time to these activities?
    • What career would you pursue if money weren’t an issue?

    Our holistic financial planning process will help you live out your life goals.

  • Ways to Give

    Leave a legacy. Let us help you in making an impact.

    A bequest costs you nothing now but provides significant support to your non-profit organizations in the future. You can name the non-profit organization as a beneficiary of all or part of your Retirement Plan or Life Insurance Policy.  Congress has permanently extended the charitable IRA rollover provisions, as a result, individuals 70 1/2 or older can now direct a sizable amount to be distributed tax-free from an IRA to the non-profit. A charitable gift annuityprovides you or a loved one with fixed income payments for life while providing valuable support for the non-profit organization in the future. A charitable remainder trust can be a tax-efficient way for you to turn appreciated property into a source of income for you and/or others that can grow over time and ultimately benefit the non-profit organizations. With Retained Life Estates you can deed a personal residence or farm to a non-profit organization but retain the right to live in or use it for the rest of your life.

    What kind of impact will you make?

    GET STARTED WITH BRIDGELANE NOW

    Bridgelane Financial LLC is a registered investment advisor offering advisory services in the State(s) of California and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Bridgelane Financial LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption..

    All written content on this site is for information purposes only. Opinions expressed herein are solely those of Bridgelane Financial LLC, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.