Bridge Financial Toolkit

Bridge Hawaii and EPIC Education have teamed together to develop a unique Goal to Action Plan Session (GAP): we want to help you step up to the plate and dig your cleats in deeper in the game of Real Estate Investing. Let's review the stats and run some numbers during a one-on-one G.A.P. Strategy Session at no cost.

Whether you are a beginner or seasoned investor, our intention is to help you get into doing more deals in order to achieve your goals as an investor. We are here to pull you off the bench and put you in the game. You have to play to win, so let’s throw out that first pitch! The GAP Sessions are a way to create customized strategies followed with an action plan.

We have found that more clients take action if they choose a path that matches their goals, write it down and have someone to follow up with them on the progress of the deal. You have to keep score and know your stats in order to know who wins.

Continuous re-evaluation of the plan coupled with our follow-up mentoring program is designed to assist and monitor our clients’ progress. As a result, our clients see more success when the action plans are reviewed and revised on a regular basis. To keep up with current trends and new strategies, we have included various classes customized to your goals. You will also have access to our growing network of professionals that understand our mission.

Our GAP Sessions include the following:

Interest Reduction Strategy
Home Buyer - Purchase Analysis
Home Owner – Refinance Analysis
Investor – Strategy Session
Joint Venture Strategy Session
Personalized Interest Reduction Analysis

Topics of Discussion for the GAP Sessions

Real Estate

Home Purchase, Investment Purchase, Funding Options, Acquisition Methods, Exit & Holding

Legacy

Self Directed IRA, Estate Planning, Asset Protection, Funding Education

Accounting

Budgeting, Purchase Analysis, Bookkeeping, Rental Cost Segregation

Credit

Rebuilding, Monitoring, Building Business Credit, Management

LET’S PLAY “BALL”…

Believe that it can be done.

Accept that a team can get you further than any single player go.

Learning is not a spectator sport.

Let us be your teammate!

Chinese Proverb: “Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand.”