Natural Bridges Financial Advisors is a fee-only fiduciary financial planning firm located in downtown Santa Cruz.
FAQ:
Who do you work with?
We work best with clients seeking an ongoing, long-term relationship with a financial planning firm that provides comprehensive financial planning.
What services do you offer?
Some of the services we provide may include retirement planning, life planning, investment management, tax preparation, tax planning, risk management, employee stock options, education planning, and estate plan reviews.
Do you offer hourly financial planning?
No. We are not the right fit if you are seeking hourly help or a one-time financial plan.
What should I expect to pay?
Our annual fee ranges from $10,000 - $50,000.
Fees are calculated based on the firm’s understanding of the complexity of the client’s financial situation and the scope, amount, type, and extent of the services that the client needs.