Financial Planning
Personalized recommendations to help you reach your goals.
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. That’s why your dedicated team takes time to get to know you, your family and your goals before building your comprehensive plan.
Integrating Every Aspect of Your Financial Life:
Investment 101
Tax Education
Budgeting & Planning
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 up and running, we consistently monitor and adjust it as necessary to keep up with your ever-evolving life and goals. We touch base with you regularly to discuss how new regulations, economic factors and changes in your personal financial situation may impact your plans.
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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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.
3 STEPS TO
LIVING THE LIFE YOU WANT
Personal Financial Management follows a simple, three step process.
UNDERSTAND WHAT'S IMPORTANT TO YOU
Our initial discovery process helps you gain an understanding of what’s important to you. We’ll help you clearly articulate your intentions, goals, and priorities, so your money is working toward the life you want.
PLAN IN A DYNAMIC WAY
Once your Coach has a clear understanding of what you want your money to accomplish, we help identify the trade-offs you are willing to make to achieve the life you want to live.
PERSONALIZED IMPLEMENTATION & APPROACH
Life is unpredictable. At Bird Brand we believe that success comes when you engage regularly to adapt your plan as life unfolds. Our process helps you implement your personalized plan with confidence.
PERSONAL FINANCIAL PLANNING
....that starts with a person.
Professional advice and personal financial coaching to help you create, plan and live the life you want.
Before we get to know your money and your business, we'd like to get to know
YOU!
Our coaches take the time to get to know you personally. Working with a Bird Brand Coach, you’ll gain clarity, confidence, and control over your decisions and know where you stand at all times, on your terms.
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
PRIORITIZE YOUR OBJECTIVES
Our Certified Financial Planners, CFP helps you establish and prioritize your financial objectives with the trade-offs you need to make along the way.
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Identify and prioritize your investment goals
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Track your net worth over time
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Discuss and manage your 360° degree financial picture
WE HELP YOU INVEST IN WHAT MATTERS TO YOU
We apply the same client-first thinking to investments. We tailor investment solutions around your specific needs and preferences. We will use our guidance-driven investing model to create a unique investment strategy that is right for where you are in life now with the goal of having results you expect throughout your lifetime.
MEASURE YOUR FINANCIAL PRIORITIES TRACK YOUR PROGRESS
Taking a personalized approach means implementing a strategy customized for your needs.
Your COACH creates your BirdAction List (Priority) from your HonestBird conversations exercise results. Your BirdAction List identifies the parts of your life that affect your financial goals and gives you a disciplined plan to address each item.
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Track where you stand relative to your goals
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Measure your progress on outstanding action items
A PERSONALIZED PLAN BUILT AROUND YOUR LIFE
Your personal financial advisor will create a personalized, adaptable investment portfolio aligned with your target-risk profile and preferences. Then, they’ll work with you to adapt your portfolio as your life and preferences change.
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Build investment portfiolio recommendations custiomized to your goals driven investing priies and goals
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See an aggregated view of investments and portfolio allocations