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Financial Planning


EVOLVED.

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Financial Planning


EVOLVED.

INVESTMENT PLANNING


WolfBridge Financial provides full service financial planning and investment advice. We utilize a team approach, starting with discussing your needs and interests, then mapping specifically-tailored financial solutions to those needs and interests.

Your financial life is more than just your investments. We look at your overall financial picture, with the intention that a financial plan is not a fixed document. It evolves as your needs, interests and situation changes.


We start by examining your current financial picture. We analyze your spending patterns, as well as savings rates, income growth and life event management. Within the financial planning process, we examine “what-if” scenarios and how the plan can adapt to new information.

Retirement planning, education planning are part of our stand alone process. We work with your accountants on tax planning to make sure you finances are as tax efficient as possible. In addition, we recommend a comprehensive estate plan and will work with your attorney to optimize your legacy plan.



Once your plan is in place, we use a dynamic investment process that fits your specific goals. We utilize a low-cost, highly efficient approach to investment management, making sure you receive value at a reasonable cost.



For those who do not need a comprehensive plan, we offer our Financial Snapshot, which examines your financial situation quantitatively, makes some recommendations about what strengths and weaknesses you may have and allows you to meet your needs otherwise. We provide this service for a flat $450.


 
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Divorce Financial Planning


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Divorce Financial Planning


Collaborative Divorce

Going through a divorce can be a terrible, heart-wrenching event. Collaborative Divorce was created to help deal with the feelings of loneliness and isolation. Unlike convential divorce, the collaborative model offers a team of highly skilled individuals who specialize in a specific area. There are three components of divorce: the legal, the emotional, and the financial. In the collaborative process, there are a few different models, but all of them have the financial expert as a neutral party. At WolfBridge Financial, we are here to be that financial expert as you sort out the financial issues associated with divorce. Because objectivity and independence is important to us, we sign an agreement stipulation that we will not establish an arrangement with either client to provide financial services in any other capacity.

Mediation

So you have decided to go to mediation, we can help. By remaining independent, we can help you and your spouse understand the ramifications of the financial decisions you will be making. We will objectively look at child support issues, division of assets, and spousal support. Our efforts will allow you to make the best decisions, based on both the long-term and short-term outcomes of the choices you make.

Separation Agreement Evaluation

We will evaluate your separation agreement (SA or SAPS) to determine what the financial picture looks like for you post-divorce. This is an impartial evaluation of the financial implications of the agreement in question. Before you sign any document that affects your financial future, please let us review it. We will examine:


  • How the agreement affects your individual financial future

  • How the agreement affects your immediate life

  • Whether the agreement has long-term lasting financial durability

  • What financial consequences are likely or unlikely to occur if you sign

  • What adjustments must be made to make the agreement financially viable.
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Our Team


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Our Team



MICHAEL KOTHAKOTA

CEO

Michael is the CEO of WolfBridge Financial, and has been working the financial planning industry for over 10 years. Prior to becoming a financial consultant, he worked in corporate finance and security. He served in Operations Iraqi Freedom and Enduring Freedom, and deployed with the 1st Infantry Division to the Middle East as a combat infantryman. While serving, he was awarded three Army Commendation medals and the Combat Infantryman Badge. He specializes in Divorce Financial Planning with domain knowledge in the areas of Investment Management, Small Business Management, Risk Analytics, Retirement Planning, Cash Flow management, Collaborative Divorce, and Special Needs Financial Planning. Michael is a CERTIFIED FINANCIAL PLANNER™, an Accredited Financial Counselor™, and a Certified Divorce Financial Analyst. He holds a B.S. in Business Management and an MBA from NC State University. In addition, he holds a Master’s of Science in Predictive Analytics from Northwestern University. Michael has earned a Certificate with Distinction in Behavioral Economics from Duke University and eight certificates in Data Science from Johns Hopkins University. Michael has trained other financial planners on the financial implications of divorce and has trained financial professionals, attorneys and mental health professionals in Collaborative Divorce. 

KAREN BRADFORD

Paraplanner

Karen is a Paraplanner at WolfBridge Financial and has over a decade of experience in finance and accounting. In addition, she helps prepare financial projections and reports for financial clients interested in long term planning. Karen worked in corporate accounting at AT&T for 10 years, and gained experience in forecasting, cost accounting and project management. After taking time away from her career to raise three children, she returned to the work force in the financial field. Karen specializes in Divorce Financial Planning, with particular knowledge in the domains of College Planning, Retirement Planning, Debt Analysis and Reduction, and Cash Flow management. She is a Certified Divorce Financial Analyst™ and is currently working towards the prestigious CERTIFIED FINANCIAL PLANNER™ certification. Karen received her B. S. degree in Accounting from UNC-Greensboro.

JESSICA WERY

President

Jessica is the President of WolfBridge Financial and is responsible for strategic planning and growth. She is involved in operations, marketing and creating outreach policy for the firm. She is an adjunct lecturer at North Carolina State University and holds a Master’s in Special Education from that educational institution, and a Ph.D. in Curriculum and Instruction. Jessica is an expert in individual educational development and behavior modification, and has adapted her skills to developing curricula to aid WolfBridge Financial clients in their financial plans. 


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Contact Us Today


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Contact Us Today