Kimberly Bridges, Ph.D., CFP®, CPWA®, CDFA™ currently serves on the board of directors of the Financial Planning Association® (FPA®), the principal membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those who support the financial planning process. Bridges is Senior Vice President, Director of Financial Planning at BOK Financial and is responsible for developing and deploying a coordinated and comprehensive financial planning strategy throughout the wealth management lines of business. Prior to joining BOK Financial, Bridges served clients at Commerce Trust and BMO Private Bank and Stoker Ostler Wealth Advisors — a division of BMO Financial Group — in the Phoenix and Kansas City markets.
If you really love someone, you don’t want to leave them in the lurch if you get sick, disabled or, heaven forbid, die. I know it’s very difficult to think about, but you need to consider how much the household is relying on you and your income to pay the bills, maintain your lifestyle and meet future needs.26 February 2021