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Bridge Minds is committed to helping you navigate your financial future with confidence.

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Bridge Minds

Financial planning for the life you want.

Feel confident you’re making the right money decisions.

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Unbiased advice you can trust

Expert guidance from a CFP® professional at a transparent flat fee.

Personalized for you

personalized financial roadmap designed just for you to achieve your goals.

Comprehensive life planning.​

Big-picture planning that gets you, your goals, and your future aligned.
Financial wellness

Finally, financial planning is all about you.

We’ve reimagined financial planning to be exactly what it should be—centered around you. It’s not just about retirement; it’s about crafting a plan that supports the life you want to live, both now and in the future. From major life milestones to everyday financial decisions, we help you navigate every step with confidence, ensuring your finances align with your dreams, goals, and lifestyle.

$ 00 M+
Wealth Managed
00 %
Portfolio Growth
00 k+
Members
For us, it’s simple.

Once, financial planning was for the few. For starters, it cost too much. Most people simply couldn’t afford it.
  • Flat fee
  • Dynamic plans
  • Always a CFP® professional
  • Action on advice
How It Works

Here’s everything you can look forward to in your first year

Choose your membership

01

Our flat-fee memberships allow you to choose which option is best for your unique financial situation and goals.

You & your goals

02

Sign up, share your details securely, and connect virtually with a CFP® professional to discuss your goals.

Staying on track

03

Stay on top of your finances with a dashboard that makes it easy to track progress, review updates, and manage your goals — all in one place.

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Keeping you on track

Navigate your finances confidently with expert guidance every step.

Why should I choose Bridge Minds

In an industry saturated with fees, confusing jargon, and cookie-cutter solutions, Bridge Minds exists to make financial planning affordable.

How much does Bridge Minds cost?

We offer three, flat-fee membership tiers based on your specific needs and goals. Fees range between $1,000 and $7,000 per year.

I can do this myself, why do I need a financial planner?

Even if you’re confident managing finances, a planner provides expertise, objectivity, and comprehensive strategy.

What’s a fiduciary?

A fiduciary is legally bound to act in your interest. As an SEC-registered firm, all CFP® professionals uphold this standard for our members.

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Stories

Meet some of the people we’ve helped along the way.

Discover how we’ve helped members across the country turn their financial goals into lasting success and security.

  • Avg rating 4.9

"Before Bridge Minds, I felt like I was constantly working just to stay afloat, with no real direction for my financial future. Now, I have a clear strategy, and for the first time, I feel like my money is working for me instead of the other way around."

Emily R.
Austin, TX

"With Bridge Minds, I finally have peace of mind when it comes to my finances. I used to feel overwhelmed by all the decisions I had to make, but now I have expert guidance and a plan that keeps me on track. It’s such a relief that I want to tell everyone about it!"

James T.
Orlando, FL

"Thanks to Bridge Minds, I no longer feel overwhelmed by my financial future. Their expert advice has helped me save more, invest wisely, and plan for the future I want. It’s reassuring to have a team that truly understands my goals and supports me in achieving them."

Michael L.
Phoenix, AZ

"I used to worry constantly about whether I was making the right financial choices. Bridge Minds has given me the structure and clarity I needed to make informed decisions with confidence. Now, I can focus on what really matters in my life, knowing my finances are in good hands."

Sara K.
Denver, CO
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