Our story
Made so you get connected with the right advisor
Our story starts with our grandparents. We watched them work hard, save carefully, and still feel unsure and vulnerable when it came time to retire and make big financial decisions.
That experience showed us how confusing retirement can be—and how few people have a trusted, unbiased guide in that moment. The Retirement Readiness Quiz was created to change that: a simple way to see where you stand and, if you choose, connect with carefully vetted fiduciary advisors—the kind we’d trust with our own grandparents.
Our story
Made so you get connected with the right advisor
Our story starts with our grandparents. We watched them work hard, save carefully, and still feel unsure and vulnerable when it came time to retire and make big financial decisions.
That experience showed us how confusing retirement can be—and how few people have a trusted, unbiased guide in that moment. The Retirement Readiness Quiz was created to change that: a simple way to see where you stand and, if you choose, connect with carefully vetted fiduciary advisors—the kind we’d trust with our own grandparents.
Our story
Made so you get connected with the right advisor
Our story starts with our grandparents. We watched them work hard, save carefully, and still feel unsure and vulnerable when it came time to retire and make big financial decisions.
That experience showed us how confusing retirement can be—and how few people have a trusted, unbiased guide in that moment. The Retirement Readiness Quiz was created to change that: a simple way to see where you stand and, if you choose, connect with carefully vetted fiduciary advisors—the kind we’d trust with our own grandparents.
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We want to hear form you
Putting you first
If you ever have a great or disappointing experience with one of our trusted advisors, we want to hear about it.
We review every case seriously, and if an advisor falls short of our standards, they will be removed from our program.
We want to hear form you
Putting you first
If you ever have a great or disappointing experience with one of our trusted advisors, we want to hear about it.
We review every case seriously, and if an advisor falls short of our standards, they will be removed from our program.
We want to hear form you
Putting you first
If you ever have a great or disappointing experience with one of our trusted advisors, we want to hear about it.
We review every case seriously, and if an advisor falls short of our standards, they will be removed from our program.
Our values
Principles that guide us
Put Your Interests First
Choose an advisor who acts as a fiduciary, is transparent about how they’re paid, and is willing to explain why they recommend anything in plain language.
Plan, Don’t Just Sell
The right advisor focuses on your overall plan—income, taxes, risk, health care, legacy—not just products or investments. Their goal should be long-term outcomes, not one-time transactions.
Communicates Clearly & Consistently
A good advisor listens more than they talk, answers questions without jargon, and is available when life changes. You should walk away from every conversation feeling heard, understood, and clear on next steps.
Our values
Principles that guide us
Put Your Interests First
Choose an advisor who acts as a fiduciary, is transparent about how they’re paid, and is willing to explain why they recommend anything in plain language.
Plan, Don’t Just Sell
The right advisor focuses on your overall plan—income, taxes, risk, health care, legacy—not just products or investments. Their goal should be long-term outcomes, not one-time transactions.
Communicates Clearly & Consistently
A good advisor listens more than they talk, answers questions without jargon, and is available when life changes. You should walk away from every conversation feeling heard, understood, and clear on next steps.
Our values
Principles that guide us
Put Your Interests First
Choose an advisor who acts as a fiduciary, is transparent about how they’re paid, and is willing to explain why they recommend anything in plain language.
Plan, Don’t Just Sell
The right advisor focuses on your overall plan—income, taxes, risk, health care, legacy—not just products or investments. Their goal should be long-term outcomes, not one-time transactions.
Communicates Clearly & Consistently
A good advisor listens more than they talk, answers questions without jargon, and is available when life changes. You should walk away from every conversation feeling heard, understood, and clear on next steps.
Our Story
How the Retirement Readiness quiz works
Our Advisor
Our trusted advisors
Patrik Sjövall
CEO
Patrik shapes Bridge's strategic vision, driving our team to deliver transformative solutions that create lasting impact for our clients.
Maya Lindström
Managing Director
Maya leads the overall direction of Bridge, making sure every project stays aligned with our values and delivers real impact for our clients.
Sara Lindqvist
COO
Sara oversees Bridge's operations and ensures seamless delivery across all client engagements, bringing operational excellence to every project we undertake.
Jonas Vahlberg
Head of Strategy
Jonas works closely with clients to unpack complex challenges and shape strategies that are clear, actionable, and grounded in real needs.
Erik Malmberg
CTO
Erik leads our technical strategy and innovation, driving the development of cutting-edge solutions that keep Bridge at the forefront.
Elin Kora
Creative Lead
Elin guides the design vision at Bridge, helping teams turn abstract ideas into user-centered experiences that make sense.
Our Story
How the Retirement Readiness quiz works
Our Advisor
Our trusted advisors
Patrik Sjövall
CEO
Patrik shapes Bridge's strategic vision, driving our team to deliver transformative solutions that create lasting impact for our clients.
Maya Lindström
Managing Director
Maya leads the overall direction of Bridge, making sure every project stays aligned with our values and delivers real impact for our clients.
Sara Lindqvist
COO
Sara oversees Bridge's operations and ensures seamless delivery across all client engagements, bringing operational excellence to every project we undertake.
Jonas Vahlberg
Head of Strategy
Jonas works closely with clients to unpack complex challenges and shape strategies that are clear, actionable, and grounded in real needs.
Erik Malmberg
CTO
Erik leads our technical strategy and innovation, driving the development of cutting-edge solutions that keep Bridge at the forefront.
Elin Kora
Creative Lead
Elin guides the design vision at Bridge, helping teams turn abstract ideas into user-centered experiences that make sense.
Our Story
How the Retirement Readiness quiz works
Our Advisor
Our trusted advisors
Patrik Sjövall
CEO
Patrik shapes Bridge's strategic vision, driving our team to deliver transformative solutions that create lasting impact for our clients.
Maya Lindström
Managing Director
Maya leads the overall direction of Bridge, making sure every project stays aligned with our values and delivers real impact for our clients.
Sara Lindqvist
COO
Sara oversees Bridge's operations and ensures seamless delivery across all client engagements, bringing operational excellence to every project we undertake.
Jonas Vahlberg
Head of Strategy
Jonas works closely with clients to unpack complex challenges and shape strategies that are clear, actionable, and grounded in real needs.
Erik Malmberg
CTO
Erik leads our technical strategy and innovation, driving the development of cutting-edge solutions that keep Bridge at the forefront.
Elin Kora
Creative Lead
Elin guides the design vision at Bridge, helping teams turn abstract ideas into user-centered experiences that make sense.