Organizing Your Financial Junk Drawer

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Does your financial plan look like a junk drawer?

Many people make life decisions one at a time as the need arises. Often, this results in a disjointed and uncoordinated financial plan resembling the catch-all junk drawer that holds necessary but unorganized items.

Just like a junk drawer, every person's financial situation includes a unique set of items. This presentation will help you to simplify your financial life so that you can focus on other areas of your life with confidence.

Presented by Liz Carlson with Bridger Financial Group

Liz joined the Bridger Financial Group team in May 2016 as an intern through the Penn Mutual Pathways Program. She served as the Director of Marketing for the team for two years before transitioning into her current role as the Junior Advisor. Liz holds FINRA Series 7 and Series 66 licenses as well as a PA Life, Health and Accident Insurance license.

As the Junior Advisor, Liz participates in client meetings, manages the follow-up items from those meetings, and assists the senior advisors on the team with the behind the scenes plan development and design.

Liz holds a BA degree in Communication and Public Relations from Thiel College.

The Bridger Financial Group team is passionate about helping business owners organize and prioritize their financial lives. Business owners and especially women, tend to put 110% into running the business and taking care of their family. This often leaves little time for anything else including important planning for the future.

Look to Bridger Financial Group as your trusted partner who works closely with you to understand, organize and plan your financial life. Bridger helps you identify and design the path to your dreams and then does the heavy lifting to make it happen. This enables you to focus on the other areas of your life with confidence.

*Pittsburgh Women's Mastermind is for women entrepreneurs who want to experience personal and professional growth in a supportive and inspiring group. We focus on discussion and mindset mastery of the unique challenges we face as entrepreneurs while building lasting relationships.

*Group Policy: No mass distributing event announcements, brochures, questionnaires, business cards, newsletters, or samples unless you are the presenter that month or the upcoming month and it relates to your presentation. Thank you for respecting our group policies so we can stay focused on our purpose of personal and professional growth, discussion and support!

*If this group resonates with you, we'd love for you to visit an upcoming meeting “on us”. After your first visit, you can decide if the group is a good fit for you to join as a member. To find out the different levels of membership and more information please visit:

I'm looking forward to seeing you at our next meeting! Email Melanie with questions to: [masked]

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