Jennifer Harper

MBA, CFP®

Bridge Financial Planning, LLC

Founder

Jennifer Harper

MBA, CFP®

Bridge Financial Planning, LLC

Founder

Bridge Financial Planning provides fee-only financial planning and investing for today's professionals. - Jennifer Harper, MBA, CFP®

Jennifer Harper is a Chattanooga, TN financial advisor and investment manager. Bridge Financial Planning specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Jennifer Harper is a fiduciary financial planner.

Over the years, I have been privileged to work with a wide variety of clients, from young people wanting a ‘smart start’, to multi-generational high net worth families. These experiences have shown me that financial planning can be very complex, but the process doesn’t have to be intimidating or overwhelming.

I began working in the financial services industry in 2000, earned an MBA from the University of Tennessee at Chattanooga in 2001, and became a CFP® in 2006.  In 2005, I began developing a financial education non-profit organization, Common Cents Financial Literacy, Inc. to help guide young people toward an independent and responsible financial future. Additionally, I am an adjunct Finance instructor at the University of Tennessee at Chattanooga.

While my professional life is solely focused on financial planning and investing, I believe it’s all about a lot more than just the dollars and cents!  I believe that we need to be good stewards of the resources we have and we will be able to achieve more for ourselves and for others if we are thoughtful and well prepared for the future.

Having a solid financial plan is about giving you the peace of mind to enjoy all the things that are important to you.

I am dedicated to helping my clients connect their realities of today with their future goals.

Jennifer Harper's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)
  • XY Planning Network

Bridge Financial Planning helps busy professionals build a financial plan and investment strategy that connect your goals for tomorrow with today.  With professional guidance and help implementing the next steps, you’ll stay in control of your finances. 

I’ve thought a lot about the word ‘compromise’ lately.  In some instances, it can be a very good, diplomatic and helpful way to solve tough issues that are rarely black and white. 

In other instances, it can mean that we’re settling.  That’s what I’ve wanted to avoid as I’ve built this business for clients. There should be a no-compromise option for individuals and families to receive professional, unbiased support for all their financial goals.

By de-coupling professional advice from product sales, we can work together on what is most important to you without potential conflicts of interest or undue focus on one aspect of your financial plan over another.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Families
  • Entrepreneurs & Business Owners
  • Do It Yourselfers - 2nd Look

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jennifer Harper is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Jennifer Harper is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Jennifer Harper is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Financial Planning Association
    Jennifer Harper is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Jennifer Harper

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Office Locations:

  • 100 Cherokee Blvd.
    Suite 2103
    Chattanooga, TN 37405

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