It was a great summer internship program this year once again with five (5) different students participating. Each year TenBridge Partners offers two weeks of internships for high school and college age students who want to work on their financial plans. We’d like to highlight the great work our interns did while celebrating their success. All of them did an amazing job and diligently crafted a well thought out and thoughtful plan for their financial future.
Focusing on the future and planning is hard for many of us, but for these young adults it can initially be overwhelming. But by the end of the week, they have worked their way through the process and leave with a better understanding of what a financially healthy lifestyle looks like.
We applaud their efforts and all our summer 2024 interns!
They are going to be amazingly successful in their endeavors, we look forward to seeing what they accomplish.
Alma is off to college, but first she has an amazing gap year planned. While in college, she plans to take yearly trips during spring break and spend her winters on the mountain enjoying snow sports. This among 10 different goals and budgets, Alma worked up an exciting financial plan balancing what she ideally wanted with the sacrifices she was willing to make to achieve them.
“The financial internship I did with Erik and Libby was the perfect first step toward planning my financial future. What I found most helpful was their thoughtfulness when answering all of my financial questions. The depth to which they explained concepts really helped me start to get a sense of how the financial world works.” – Alma
Connor is finishing up his senior year at University of Oregon in 2025 and has plans for moving out on his own, buying a new car and a new home, even planning for a wedding one day, a dog, and some yearly travel. He took a unique approach to balancing his current and retirement spending with how much he saved and how long he worked. The more he spent now, the longer he planned to work. The less he spent now, the sooner he could retire.
“Thinking about the future is intimidating, and it’s difficult to know where to start. By breaking things down piece by piece, I left with a better idea of what I want mine to look like.” – Connor
About TenBridge Partners
TenBridge Partners is an independent financial planning and investment management firm based in Portland, Oregon with a simple focus of honoring the fiduciary responsibility of putting clients first.
Planning is central to everything we do. Our focus is on a complete understanding of a client’s and potential client’s needs through the financial planning process, before we move forward with anything else.
We bring clarity and confidence to an otherwise confusing financial world.
We are about people.
From the desk of
Erik Lawrence CFP®
The information contained in this correspondence is intended for general educational purposes only and as a means for facilitating a conversation. Please consider our door always open to discuss your particular situation and how this information might benefit you and fit your specific needs.