Goal-Centric
Financial Planning
A fully personalized game plan that’s just as unique as you are
Customized Financial Plans Specifically Designed for You
At Bird Brand Planning, we believe a financial plan is the foundation on which financial success is built. The Bird Plan is a custom financial plan built for your goals.
Integrating Every Aspect of Your Financial Life:
Investment Management
Strategic Tax Planning
Estate Planning and Trusts
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Retirement Planning
College Financial Planning
Risk Management and Asset Protection
TAKE A CLOSER LOOK
Making Your Life Easier
Life can pull you in many different directions, and it’s not always easy to find time to plan for the future. That’s why our experienced team of professionals makes the financial planning process as simple and streamlined as possible. We’ll do the heavy lifting so you’re free to enjoy life, both today and long into the future.
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Ongoing, Proactive Support for Your Changing Needs
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Once your financial plan is complete, you will gain the confidence and reassurance that you are on the right path, equipped with the necessary tools for financial success. If you are interested in further strengthening our relationship and building upon the foundation we have already established, we can explore the possibility of a management arrangement. This arrangement would involve ongoing monitoring and adjustments to your plan, ensuring it remains aligned with your ever-evolving life and goals. We will maintain regular communication with you to discuss any potential impacts from new regulations, economic factors, or changes in your personal financial situation, ensuring that your plans remain relevant and effective.
Benefits of Financial Planning
Our approach not only allows you to receive comprehensive advice that’s in your best interests but also allows you to:
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Understand the behavioral and emotional components of managing money.
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Find out what drives your financial decisions, so you can create a healthier attitude that leads to better money habits.
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Improve your financial literacy and introduce you to the world of investments.
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Coaching, guiding, counseling, and supporting you every step of the way. No matter where you are on your journey and knowledge of money, finance, economics, and investments.
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Help keep more of your wealth by minimizing taxes
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Trusted advisor who can help you reach your financial goals by teaching you money management skills, such as how to build savings or pay down debt.
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Assess your progress on a regular basis
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HOW THE BIRD PLAN WORKS
HOW DO I WORK WITH MY ADVISOR AFTER I PURCHASE THE BIRD PLAN?
WHAT HAPPENS AFTER I PURCHASE THE BIRD PLAN ONLINE?
WHAT DOES THE FLAT FEE FOR THE PLAN INCLUDE?
ARE THE METING WITH MY ADVISOR IN PERSON?
WHAT HAPPENS AFTER THE BIRD PLAN IS COMPLETE?
The Bird Plan consists of two meetings with your financial advisor.
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The first meeting runs around one hour, and the second meeting runs closer to an hour and a half.
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All meeting are held over video calls along with touchpoints over email between each meeting.
You will immediately receive a Welcome Email inviting you to set up your Dash Board.
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The Dash Board acts as your secured hub, allowing for seamless communication between you and your advisor.
The flat fee for your financial plan covers everything. For most clients five to six weeks is enough time to submit the required information, have your advisor build your plan and complete both meetings.
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Whether your Bird Plan takes three weeks or thirteen, your flat fee covers the entire process.
Because we work with clients nationwide, meeting are conducted over video calls.
Using video saves our clients time, allowing us to build a custom Bird Plan more efficiently.
Our goal is to leave you feeling educated and empowered at the completion of the Bird Plan.
Because of the foundation you built, your have two choices:
1. Take the plan and implement it yourself
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2. Build on our relationship and receive on-going management, advice, and coaching.
THE BIRD PLAN IS AN ENTIRELY PERSONALIZED
FULL-SERVICE FINANCIAL PLAN
Bird Plan
for Indivduals
Experience the power of collaboration with financial and coaching experts. Craft a personalized plan for success, encompassing financial goals, personal growth, mental health, relationship success, and overcoming limiting beliefs.
Achieve holistic well-being and thrive in all aspects of life with expert guidance and support.
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Collaborative sessions with financial and coaching experts.
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Personalized financial plan tailored to your goals and lifestyle.
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Strategies for achieving financial stability and reducing debt.
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Guidance in investing wisely for the future.
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Support in overcoming limiting beliefs and fostering personal growth.
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Tools for enhancing mental well-being and building resilience.
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Techniques for nurturing successful relationships.
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Holistic approach to achieving overall well-being and fulfillment.
$1,299
Bird Plan For Individuals
Bird Plan
for Couples
Experience dynamic collaboration of financial and relationship experts at Bird Brand. Work closely with a fiduciary to generate a personalized plan that empowers you as a couple to achieve your shared goals.
Our comprehensive approach covers crucial aspects such as merging finances, prenuptial agreements, and striking a balance between independence and teamwork. With our guidance, you'll achieve financial success and build a thriving partnership that harmonizes both individuality and unity.
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Collaborative sessions with experts specialized in couples' financial and relationship coaching.
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Personalized financial plan tailored to your shared goals and lifestyle as a couple.
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Strategies for achieving financial stability and managing joint finances effectively.
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Guidance in investing wisely for the future as a couple.
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Support in fostering healthy communication, trust, and intimacy within your relationship.
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Tools for overcoming challenges and building a strong foundation for long-term relationship success.
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Techniques for navigating financial decisions as a couple and aligning financial goals.
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Holistic approach to enhancing overall well-being and creating a fulfilling and harmonious partnership.
$1,999
Bird Plan For Couples
LET'S START INVESTING IN THE LIFE YOU WANT TO SECURE
Understand your needs
We'll help you understand your financial priorities and goals.
Plan in a dynamic way
We build a plan that adapts as your circumstances and goals change.
Implement your plan
Our personalized approach delivers a plan that suits your needs.
KEY BENEFITS OF FINANCIAL
COACHING | PLANNING | ADVICE
CHANGE
FINANCIAL BEHAVIORS
Financial Coaching helps YOU feel better about YOUR money! Bird Brand Coaches will encourage you to remove self-destructive behaviors and limiting belief thought patterns. This will clear the way for you and your Coach to collaborate on creating a proper plan for the future.
Each regularly scheduled financial coaching session provides a confidential forum with an expert dedicated exclusively to your agenda. At Bird Brand all of our coaches, advisors and counselors are Fiduciaries which means we have a responsibility to our client to put their interest above all. Our clients come first. Your agenda is our agenda. You will enjoy private, non-judgmental conversations that challenge you to play smarter.
IDENTIFY FINANCIAL
RESOURCES TOOLS & SERVICES
Financial Coaching helps you access hard-to-find knowledge and resources. You could spend countless hours sifting through mountains of information, or you can have an expert team led by a Certified Financial Planner, CFP®, deliver to you only what is necessary. We hand you information to act on without all the noise. Every coaching session and homework assignment grows your financial intelligence which pays you dividends for a lifetime.
REDUCE MISTAKES
ACCELERATE GROWTH
ACHIEVE
FINANCIAL FREEDOM
Expert advice and experience can save you thousands of dollars. Simply managing risk is an investment. You can avoid losses and make smarter investments. When you avoid your first five-figure mistake you will realize that a financial coach is one of the best decisions you ever made!
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Grow your money or lose it. You need coaching because you want change, and change means growth. Coaching provides a supportive environment for accelerated growth where risk is carefully managed to help you stretch to your greatest ability – without additional stress.
You are a congruent whole: there is no separating how you do the small things from how you do the big things. For that reason financial coaching explicitly works on financial goals while also positively impacting your whole life – including relationships, health and much more. The result is increased self-awareness so that you integrate all aspects of your life into a balanced, cohesive plan. This reduces conflict and increases happiness
MONEY IS ONLY A TOOL
Our coaches help you understand how you and your loved ones relate to money. Understanding your biases around spending, saving, and planning is the first step to making clearer, smarter choices that connect your financial life to the life you want to live.
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Uncover your strengths and challenges with finances
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Capture profound insights for discussion with you loved ones
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Analyze spending saving and planning tendencies.
HONESTBIRD CONVERSATIONS
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Our HonestBird exercise helps focus you on the intersection between what matters to you and what you can control. It also gives you the opportunity to get on the same page with your loved ones about your financial goals and intentions.
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Identify and clarify your intentions, motivations and goals
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Discuss the trade-offs around decisions and priorities
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Use scoring to track and update progress on priorities