The Bridge Process™ is our own unique system designed for hardworking people just like you.
It begins with a comprehensive analysis of your financial picture and doesn’t stop until we formulate a long-term plan you can feel good about.
The Bridge Process™ includes these three simple steps:
Together, we design your written plan based on our collaborative assessment and evaluation of your situation, including your values, goals, cash flow, net worth, and income.
We implement your portfolio plan, including allocating your assets for maximum balance.
We monitor, review, and adapt as we go because we know the importance of weathering the storms of the market.
Throughout our work together, we like to incorporate values-based life planning; it’s the cornerstone of our practice. We’re able to give personal attention to your financial situation because we get to know all our clients personally. You’ll notice the difference!
Ready to start the conversation?
Schedule an introductory phone call with us today.
Get regular financial and market insights from our team.
Curtis W. Chambers, CFP® Chambers Financial Group 285 Clearwater Largo Rd N Largo, FL 33770
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.