Financial Planning
Covered Bridge Financial serves you by completing a personal financial plan for you.  Once the plan has been completed, a meeting is scheduled to go over every aspect of your plan.  In the following 8-10 weeks you may ask follow up questions regarding the recommendations in your plan.

Financial Reviews
Keeping your personal finances on track is an ongoing process.  For this reason, Covered Bridge Financial offers follow-up financial reviews to ensure that you are on track to meet your goals.  The frequency of these reviews can take place on an annual, semi-annual or quarterly basis.  You determine the schedule that is best for you.