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.
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.
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™. He holds a Certificate in Financial Planning 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.
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 the University of North Carolina at Chapel Hill and holds a Master’s in Special Education and a Ph.D. in Curriculum and Instruction from North Carolina State University. 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.