Jane Yoo

It is a myth that you need to be ultra-wealthy in order to live a life with impact. You can start living well and making an impact in your communities right HERE and right NOW. At Bridgelane Financial, our goals are to assist you in developing a financial plan to live out a life that reflects your values. Maureen Recker is CFP®, a philanthropist, a mother of two and a community educator. She graduated with a B.S. from Indiana University and an MBA from Duke University. Maureen started her career in corporate finance and institution banking. After taking some time off to raise two children, she re-entered into a career in financial planning to work with clients in a more intimate and personal level. Clients’ satisfaction gives her gratification and encourages her to further her professional development and personal growth.

As a Certified Financial Planner®, my goal is to help you take charge of your finances without the lecture—just practical advice. My approach provides the tools and know-how to handle your money like a pro—no spreadsheets required (unless you’re into that sort of thing). You’ll walk away making confident financial decisions without second-guessing yourself. You’ll get a custom financial plan made just for you by a CFP® professional—but we don’t just hand it over and wish you luck. We’ll help you actually put it into action, so it doesn’t just gather digital dust.

“I want to make the right decisions but I don’t have time to figure it out on my own.” “Can you help me with my student loans? This is more complicated than I thought it would be.” “How do I invest? I know it’s important but I don’t know the best way to do it and I don’t want to mess it up” Have you said any of these before? You’re not alone if you have. I have heard these statements from many lawyers I’ve met throughout my wife’s time in law school and her legal career. As a CPA, CFP, and someone who has worked in financial planning, I have seen young people who are overwhelmed about managing their personal finances. I have also seen people near retirement who unfortunately didn’t make good financial decisions and now have to modify their future lifestyles because of their financial situations. I hate seeing people not achieve everything they want in life because they can’t afford their dream lifestyle. So I set out to change that. My mission is to help young lawyers establish a strong financial foundation early in their careers so they can capitalize on future opportunities instead of trying to fix financial mistakes. So I created the Developing Financial Process. My process identifies what is most important to you, analyzes your current financial situation, builds a comprehensive financial plan, implements the plan, adapts the plan as your life changes on an ongoing basis, and most importantly educates and empowers you throughout the entire process. My process helps you pay off your student loans completely, invest effectively, save and spend intentionally, and achieve your financial goals and ambitions. I believe that everyone should live their dream life without worrying about their finances. I live what I preach and when I’m not working, I am out living. I love to travel and have visited many states and countries. My family and I go camping, spend time at the beach, and visit friends and family as often as possible. I truly love educating and empowering people to live their ideal life. I hope you reach out to learn more about my process and how financial planning can benefit young lawyers like yourself!

I’m your founder and resident money expert, Michal Skowronski. I’m a Fiduciary and a CERTIFIED FINANCIAL PLANNER™ here to help you avoid costly mistakes and make managing money simple. I founded Skylark Wealth to strike the ideal balance for personal financial services combining the latest in technology with fiduciary-level personal service alongside a fee structure that properly aligns incentives toward mutual long-term success. Skylark’s open architecture allows me to serve clients wherever their assets may be held using the most suitable investments and to evolve the platform with the latest in technology without restriction or limitation. Skylark’s fee-only fiduciary model incentivizes me to do only that which is in the long-term best interest of my clients. In fact, I have signed a fiduciary oath to do so. For 10 years prior I worked at a similarly structured Registered Investment Advisor that grew from $75mm to $1b in assets under management. During that time I earned the Certified Financial Planner designation. Let’s create a bright future together and make money one less thing for you to worry about.

Much like you don't wait to join a gym until you're healthy, you shouldn't wait to work with a financial planner until you're wealthy. Unfortunately, the financial industry historically only wants to work with clients who have <insert any seven-digit-minimum amount of assets>. The good news is there are now plenty of financial planners who will gladly work with clients regardless of how much they have already saved. I am one of those planners. ;) I've been a financial planner for over a decade now, and I've worked lots of different clients from all walks of life. I've come to learn that sticking to the basics and keeping things simple is the best approach when helping clients develop a financial plan. My role is to help guide you on your path to financial freedom. New clients start with a financial plan. This is where we talk about your goals, time horizon, and all the numbers. We’ll review different scenarios so you can see what’s possible. By the end of the initial plan, you should be up and running, moving in the general direction of your goals. In six months (or sooner, if you prefer), we’ll meet to review how things are going and make any needed adjustments. From there on, we’ll talk about any future meetings that may be beneficial.

Greg is a Fee Only Financial Advisor, supporting clients through all phases of financial life. Specializing in Employee Equity Compensation Planning, Greg helps clients understand their options related to ISOs, NQSOs, RSUs, ESPPs and more, working with clients to understand how to use their benefits to achieve their financial goals. Whether you have one or many financial questions, and need help deciphering your options, Greg can help you navigate your financial decision making.