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Your Dreams - Your Path®

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Our logo - a stone bridge - is a visual reminder of what we stand for, symbolizing our 

passion for building solid pathways to our clients' financial dreams. 

Financial Empowerment

We are committed to demystifying the financial complexities that accompany significant transitions in life. Working together, we will develop a plan that fits your life and gives you financial freedom and confidence going forward.



Our Commitment to Our Clients

We place our clients' needs first and provide them with the best possible, independent advice. We follow a cyclical financial planning process to pave the way to a stable financial future.

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Your Path. Our Guidance.

About Us

Stonebridge Financial Planning Group, LLC® is a passionate team of professionals who are committed to helping our clients experience the lifestyle outcomes they desire.

While we specialize in working with women and their families, our service offerings extend to clients from all walks of life. Whether you’re a new widow, considering or are newly divorced, a new family, sending kids to college, preparing for retirement, we will be able to develop a financial plan for your unique requirements.

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Dianne Webb

CFP®, EA, CDFA®
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Dianne Webb, CFP®, EA, CDFA®

Dianne is a CERTIFIED FINANCIAL PLANNER™ practitioner. She obtained her BS in Finance from the University of Arizona. Dianne is also and Enrolled Agent with the US Treasury Department (licensed to do tax preparation and representation before the IRS). She holds a General Securities license through FINRA and is licensed to sell insurance in various states. Dianne is also a Certified Divorce Financial Analyst® and specializes in working with women in transition – divorce, widowhood, layoffs and inheritance. She is committed to helping women gain freedom and confidence by developing a financial plan they understand and fits their lives. She is a member of the Central Florida Collaborative Law Association. Dianne and her husband, John, have lived in Orlando for over 25 years. She enjoys traveling to visit her 3 daughters, son-in-laws and granddaughter in various states, and of course, spending time on the beautiful Florida beaches.

DWEBB@STONEBRIDGEFPGROUP.com 


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Rhonda Shurtleff

CFP®, EA, CDFA®, RSSA®
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Rhonda Shurtleff, CFP®, EA, CDFA®, RSSA®

Rhonda is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Divorce Financial Analyst®. She is also an Enrolled Agent with the IRS and a Registered Social Security Analyst®. Rhonda holds a General Securities and a Limited Principal license through FINRA as well as a Florida insurance license. Rhonda has over 20 years of experience in the financial services industry and has a passion for helping women and families understand their finances and develop a plan for their future. Though a native of Texas, she is a graduate of Rollins College in Winter Park and has lived in Orlando for over 24 years. She is a member of the Central Florida Collaborative Law Association and the National Association of Divorce Professionals. When she’s not helping others with their finances or volunteering at her church, she enjoys reading, traveling and spending time with her children and grandchildren.

RSHURTLEFF@STONEBRIDGEFPGROUP.COm 




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Becky Robey

CFP®, CDFA®
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Becky Robey, CFP®, CDFA®


Becky is a CERTIFIED FINANCIAL PLANNER™ practitioner. She is a graduate of the University of Central Florida with a degree in Mathematics Education. Becky brings her passion for education into her role as advisor, encouraging clients to attain success one step at a time and helping clients become more confident about their financial futures. She also holds a General Securities license through FINRA and is licensed to sell insurance in the state of Florida. She grew up in the Orlando area, loves the Sunshine State and raised both of her children here. Her free time is spent reading good books, enjoying time with friends, traveling, or visiting her children.

BROBEY@STONEBRIDGEFPGROUP.COM 



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Jennifer Ulmer

Paraplanner, Candidate for CFP® certification
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Jennifer Ulmer

Jennifer started with Stonebridge Financial Planning Group, LLC® as a financial planning intern and has transitioned to her current role as a Paraplanner. She holds a General Securities license through FINRA, registered with Triad Advsiors, LLC. An Orlando native, she originally graduated from the University of Central Florida with a degree in Psychology in 2007, but decided to change careers to follow her desire to help others make smart financial decisions. She returned to UCF and completed a second degree in Finance with a concentration in investments. When not working toward her CFP® certification, you’ll find Jennifer cheering on UCF Football, tap dancing, and spending time outdoors.

JULMER@STONEBRIDGEFPGROUP.COM 


           
           
           



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Jennifer Peterson

Paraplanner
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Jennifer Peterson

Jennifer is one of our Paraplanners and is responsible for creating account performance statements and growth reports as well as investment research, and tax preparation. Jennifer has been with Stonebridge since 2007 and enjoys the challenge of helping the Stonebridge team to create the best pathway for our clients. Jennifer has lived in central Florida since 1975 and is a graduate of the University of South Florida. In her free time she is active with many charities and enjoys spending time with her husband Mark, two children, friends and family.

JPETERSON@STONEBRIDGEFPGROUP.COM



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Catherine Hyder

Paraplanner
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Catherine Hyder

Catherine joined the Stonebridge Financial Planning Group, LLC® team in September 2019 as a Paraplanner. With over ten years in the financial services industry, she brings her strong desire to help others. Catherine is a graduate of the University of Florida with a Bachelor of Science degree in Economics and a Master of Arts in International Business. Additionally, she holds a General Securities license through FINRA, and is registered with Triad Advsiors, LLC. In her free time, she enjoys spending time with her husband and their two rescue dogs, coaching youth water polo, reading and traveling.

chyder@stonebridgefpgroup.com 


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Tracy Adams

Office Manager
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Tracy Adams

Tracy is our office manager. She joined Stonebridge Financial Planning Group, LLC® in 2013 and has over 10 years of experience supporting teams in the financial services industry. She enjoys interacting with our clients, helping them with paperwork and being that friendly voice when you call our office with a question or need help regarding your account. Tracy graduated from the State University of New York at Stony Brook and relocated to the Orlando area with her husband Sam in 2010. She enjoys movies and traveling to new places as well as back to the NYC area where she is from.

TADAMS@STONEBRIDGEFPGROUP.COM



Jenny Burton Photo

Jenny Burton

Account Specialist
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Jenny Burton

Jenny joined the Stonebridge team in October 2018. As an Administrative Assistant, her focus is supporting the office staff and clients with opening new accounts and processing related paperwork. Jenny is originally from southern Illinois but has lived in Florida since 1996. She’s married and has one daughter. Her other child is a Basset Hound. In her spare time, Jenny enjoys working in the yard and volunteering with her daughter’s high school marching band program.

JBURTON@STONEBRIDGEFPGROUP.COM




Core Values

As an independent business, the team at Stonebridge Financial Planning Group, LLC® is committed to providing all clients with thorough, customized financial solutions. This commitment is rooted in our core values, which is also important to us as a firm and who we are as professionals:

  • Excellence – in all our work because details matter
  • Integrity – always working with honesty and transparency
  • Flexibility – with our time and schedule knowing that time is valuable
  • Collaborative – excellent care takes all of us working together
  • Professional – in our behavior, dress, and speech
  • Relational – genuinely caring about each other and our clients' lives
  • Patience – knowing that everyone learns at a different pace

Read more about how we practice our core values in the community.

Our Process

At Stonebridge Financial Planning Group, LLC®, we always place your needs first. To strive for providing each client with the best possible, independent advice, we follow a cyclical financial planning process to pave the way to a stable financial future.

Step 1 – Identifying your needs: In our initial interactions, it will be of the utmost importance to gain a thorough understanding of your current financial situation.

Step 2 – Defining your goals: After establishing where you are in the present, we start looking into the future. At this stage of the financial planning process, it's vital for us to gain a clear understanding of your values and what you will need over the short- and long term.

Step 3 – Designing a plan, just for you: Using all the information we gathered in the previous actions, we will craft a customized plan to pave the way to your future financial objectives.

Step 4: Implementing your plan: Once we have presented your plan and ensured you understand it and are comfortable going forward, we will put your financial plan into action. You can rest assured that we will assist you in continuously monitoring its progress.

Step 5 – Reviews: Change happens, and this is why we do periodic reviews of your needs to see if it still aligns with your financial plan. This enables us to recalibrate your plan, if necessary and ensure that you are still on track to a solid financial future.





Independent advice – just for you

As a fee-based independent firm, we are not limited to the constraints of some other firm. As a result, we can craft customized solutions from a variety of product providers for each of our clients.

In line with our values, we believe in bringing all the key elements of life into one plan. We believe in forging long-term relationships with our clients, and over the years, we will work with you to ensure you feel organized towards your goals, whatever they may be.

From your first investment to your last distribution, we are there to help you and your family understand the complex world of finances.

Think of us as your financial partner in all phases of your life – to help you achieve your financial goals.

Resources

Financial Calculators

Budget Worksheets

SEE WHAT WE CAN DO FOR YOU

Independent Advice - Just for You

Our Services

Investment Analysis and Planning

As part of the financial planning process, we offer clients comprehensive reviews of their investments as a whole. After establishing your goals and needs, we will find investment vehicles that match your unique profile.

Our Investment Philosophy

Financial Estate Planning

The consequences of incomplete, or inadequate estate planning can be dire for your loved ones and intended beneficiaries. To ensure that your wishes are respected, we offer a financial estate planning service helping you review your wills and trusts to see if they are in line with your financial goals.

We also help you ensure that you have a thorough legacy plan in place for your family.

Retirement Income Planning

If you would like to maintain your lifestyle through retirement, it’s critical to know how much you will need to routinely withdraw from your retirement accounts to supplement your income from. It’s also important to have a thorough understanding of your Social Security and pension benefits. By conducting a thorough analysis of your current financial situation, and your retirement goals, we can develop a plan to help you make the most of your retirement.

Moreover, once you enter retirement, we can help you manage your income distributions aimed to so that your nest egg stays sustainable.

Tax Planning and Preparation

We provide Tax Planning as well as Tax Preparation services.  Tax mistakes can have far-reaching consequences to your financial well-being.  We help you stay up to date with all the tax changes to protect your hard earned savings.

Insurance

Unexpected events, like accidents, serious illnesses, or untimely death, can have a significant effect on the financial well-being of you and your loved ones.

It often happens that clients are under- or over-insured. We offer complete assessments of clients’ insurance portfolios to ensure they are adequately covered. We provide access to Life and Long Term Care policies that are designed to protect your wealth and well-being when you need it most.

Saving for Education

Whether it's for yourself or your children, paying for education is often the most expensive and vital investment you can make to secure a successful future. We can help you select a suitable plan to make provision for this critical expense and to strive to give your children the financial head start you desire.

We specialize in helping women with

  Divorce Financial Planning & Analysis  and  Survivor/Widowhood Adjustment



We can help

When Life Takes a Detour

Women in Transition

When significant changes hit your life, it usually involves complicated financial details. Women who find themselves in such circumstances are often faced with weighty financial decisions that will affect their future and the future of their families.

With the guidance of a financial professional, you can avoid potentially crippling financial mistakes.

Women need to be able to rely on a team of financial and legal professionals who will provide much-needed guidance through transitions like these. All too often, thousands of dollars can be lost by not addressing the investment and tax consequences of various legal decisions.

As CERTIFIED FINANCIAL PLANNER™ (CFP®) Professionals and Certified Divorce Financial Analysts® (CDFA®), we are uniquely qualified to work with women in transition and provide the necessary support.

At Stonebridge, we are committed to helping women demystify the financial complexities that accompany significant transitions in life. Working together, we will develop a plan that fits your life and gives you financial freedom and confidence going forward.

Typical questions that arise:

  1. You receive the house in a divorce settlement but who gets the mortgage interest deduction on their taxes?
  2. You may receive the investment account but will you have to pay taxes on it next year while what your former spouse received has no tax consequences?
  3. As a young widow is there a way to pull money out of your husband's IRA without penalties if you need the cash?


This information is for educational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal or investment advice. Please consult with your tax, legal or financial advisor prior to making any decision based on any specific information contained herein.

As if the emotional impact of divorce is not enough, the financial impact can even be more significant. One of our specialized service offerings is to help you develop a plan for all the financial aspects during this transitional phase and to help you build a strong financial foundation for the future.

We also offer support during divorce proceedings by assisting in creating Affidavits and Division proposals.

See a Sample Divorce Action Plan

When you work with us, we will:


Identify Your Short- and Long-Term Objectives
As these objectives change, we’ll strategically adjust our approach accordingly.

Determine Your Optimal Risk Tolerance
Through a series of questions, we’ll pinpoint the exact amount of risk needed for you to achieve your goals and remain confident in our services. 

Follow a Timeline That’s Right For You
After outlining your objectives, we’ll design a strategy that aligns with your optimal timeline for achieving your goals.

The trauma surrounding the loss of a spouse or life partner can be overwhelming. Moreover, if you haven't been particularly involved in any of the paperwork, making sense of finances, and taking over the management of whatever your partner left behind can be daunting. We provide the specialized knowledge and empathy to help you navigate this difficult transition, and we're always ready to offer assistance. From providing checklists to resolve paperwork changes, to drawing up financial plans for your new lifestyle – we are prepared to help.

When you work with us, we will:


Identify Your Short- and Long-Term Objectives
As these objectives change, we’ll strategically adjust our approach accordingly.

Determine Your Optimal Risk Tolerance
Through a series of questions, we’ll pinpoint the exact amount of risk needed for you to achieve your goals and remain confident in our services.

Follow a Timeline That’s Right For You
After outlining your objectives, we’ll design a strategy that aligns with your optimal timeline for achieving your goals.

Learn How We Can Help

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