Transform Your Financial Future
with
Personal Financial Coaching
Tailored Strategies to Achieve Your Financial Goals.
Customized Coaching
Specifically Designed for You
We believe financial literacy is the foundation on which financial freedom is built. Bird Brand Personal Financial Coaching is a custom coaching program built for your goals.
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. Navigating life's constant changes can make focusing on your financial future feel daunting and it’s not always easy to find time to plan for the future. That’s why our experienced team of financial professionals makes the process as simple and streamlined as possible. We're here to shoulder the burden, allowing you to focus on living your life to the fullest now, while also preparing for a prosperous future. Our approach is hands-on, tailored, and committed to empowering you every step of the way. Let us take care of the complexities so you can embrace life's moments, big and small, with financial confidence and peace of mind.
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Continuous, Adaptive Guidance for Your Evolving Financial Journey
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Upon finalizing your financial coaching roadmap, you'll feel a powerful sense of clarity and confidence, knowing you're equipped with the strategies and tools essential for financial success. If you're keen to deepen our partnership and build further on the solid foundation we've laid, we're open to discussing a dynamic coaching arrangement. This would mean we stay on the journey with you, continuously refining and adapting your strategy to stay in step with the changing tides of your life and aspirations. Through consistent communication, we'll keep you informed and prepared for any shifts—be it from new financial regulations, economic developments, or personal circumstances—ensuring your financial plan remains robust and responsive.
Benefits of Financial Coaching
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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Build a Personalized Financial Plan of Action
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Improve Your Financial Literacy
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Gain Investment Confidence
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Reduce Debt Efficiently
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Plan for Retirement
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Access to a Trusted Advisor
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Assess Your Progress on a Regular Basis
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HOW YOUR COACHING PLAN WORKS
SCHEDULE A CONSULTATION
CREATE A PERSONALIZED PLAN
IMPLEMENT WITH GUIDANCE
REGULAR RECALIBRATION
BOOST CONFIDENCE AND ENJOY PEACE OF MIND
Start by booking an initial consultation. This session is all about understanding your financial goals, challenges, and aspirations. It's the first step in our partnership towards achieving your financial freedom.
Based on our consultation, we'll develop a customized financial plan tailored to your specific needs and objectives. This plan will serve as a roadmap, outlining the strategies and steps we'll take together to navigate towards your financial goals.
With your personalized plan in hand, we'll guide you through the implementation process. This phase is all about action, as we begin to put your plan into motion, making informed decisions to move you closer to your financial objectives.
Financial planning is an ongoing process, not a one-time event. We'll schedule regular check-ins to monitor your progress, make necessary adjustments, and ensure that your plan evolves with your changing needs and circumstances. This step is crucial for staying on track and adapting to any new opportunities or challenges that may arise.
Embarking on a journey with our financial coaching brings more than just strategic financial planning; it instills a profound sense of confidence and peace of mind.
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Understanding your financial landscape empowers you to make decisions with certainty and foresight.
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This knowledge naturally cultivates a strong sense of confidence in your ability to manage and grow your wealth.
ABOUT DON BIRD
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Don Bird: Your Personal Guide to Financial Empowerment
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With over two decades of investment experience, Don Bird stands at the forefront of financial coaching, counseling, and advising. Holding an MBA and as a Certified Financial Planner (CFP®) Financial Planner, Don Bird combines a deep understanding of the financial markets with a passion for helping individuals and communities achieve their financial goals.
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From a young age, Don Bird was captivated by the world of finance. This fascination led to a successful career where he not only navigated the complexities of investment strategies but also excelled in them. However, it was the realization that many individuals and communities lacked access to basic financial education, particularly since large firms often focused solely on institutional assets, and families with a $5-$10 million minimum, that truly ignited Don's passion. Driven by the belief that financial literacy is the cornerstone of wealth building and financial freedom, Don pivoted towards financial coaching with a mission to empower as many people as possible.
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Don Bird's approach to financial coaching is rooted in the conviction that understanding finance is key to personal and community empowerment. By breaking down complex financial concepts into understandable and actionable advice, Don helps clients navigate their financial journeys with confidence. Whether it’s creating a personalized investment strategy, planning for retirement, or mastering budgeting, Don is committed to making financial success accessible to all.
Beyond individual coaching sessions, Don actively works to raise financial literacy within the community through workshops, webinars, and the insightful book, "Investing 101." These efforts are part of Don's broader mission to demystify finance, highlighting that knowledge and action are the paths to financial independence.
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Don also believes in giving back and actively participates in community initiatives aimed at promoting financial education among underserved populations. This dedication to community service reflects Don Bird's philosophy that true wealth is not just measured by personal financial success, but by the ability to uplift others.
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In moments of leisure, Don finds solace and inspiration in the great outdoors, a reminder of the balance and harmony he strives to achieve in both life and finance. It's this balance Don seeks for every client—guiding them not just toward financial success, but toward a life rich in fulfillment and freedom.
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Join Don Bird on a journey to financial empowerment. Together, let's build a future where financial literacy opens the door to wealth building and financial freedom for you and your community.
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PERSONAL FINANCIAL COACHING IS AN ENTIRELY PERSONALIZED
FULL-SERVICE COACHING PLAN
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.
BRONZE PACKAGE
SILVER PACKAGE
GOLD PACKAGE
$1,999
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Initial financial and behavioral assessment
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Create Personalized Financial Action Plan
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Strategies for achieving financial stability and reducing debt.
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Budgeting Focus
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Support in overcoming limiting beliefs and fostering personal growth.
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Email Support for 6 months
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Up to 10 Sessions
$3,999
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Collaborative sessions with financial and coaching experts.
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Comprehensive Financial Assessment
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Detailed 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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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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Behavioral Assessment & Techniques for a nurturing a relationship with money.
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Holistic approach to achieving overall well-being and fulfillment.
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Email Support for 12 Months
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Up to 20 Sessions
$6,999
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All Services in Silver
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Advanced Investment Strategy Planning with Risk Assessment
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Retirement Planning and Tax Optimization Strategies
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Comprehensive Financial Assessment
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Detailed Personalized Financial Plan tailored to your goals and lifestyle.
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Email and Text Support for 12 months
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Up to 30 Sessions
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FREQUENTLY ASKED QUESTIONS
HOW DO I WORK WITH MY COACH AFTER I PURCHASE PERSONAL FINANCIAL COACHING?
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?
Your Coaching Plan consists of:
Initial Consultation: We'll start with a consultation to understand your goals and needs.
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The first meeting runs around one hour.
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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.
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Initial Consultation: In this session, we'll discuss your financial goals, challenges, and aspirations to tailor the plan to your needs.
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Personalized Plan: Based on our discussion, we'll create a customized financial action plan for you.
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Implementation: We'll guide you through implementing the plan, step by step.
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This meeting runs closer to an hour and a half.
The flat fee for your plan covers everything.
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Initial Consultation: A thorough discussion to understand your financial goals, challenges, and aspirations.
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Personalized Financial Action Plan: Creation of a customized financial plan.
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Implementation Guidance: Step-by-step guidance on implementing the financial action plan, ensuring clarity and understanding.
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Regular Check-ins: Scheduled sessions to monitor progress, review goals, and make adjustments as needed.
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Ongoing Support: Direct access to your coach for guidance, support, and assistance with any financial questions or concerns.
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Additional Resources: Access to educational materials, tools, and resources to support your financial journey.
Because we work with clients nationwide, meetings with your advisor are typically conducted remotely. This method offers the flexibility and convenience of virtual sessions. We leverage video conferencing technology to ensure seamless communication and personalized support, allowing you to connect with your advisor from the comfort of your own home or office.
These virtual meetings offer the same level of engagement and collaboration as in-person sessions, enabling us to effectively address your financial needs and goals while accommodating your schedule and preferences.
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Using video saves our clients time, allowing us to build a custom Plan more efficiently.
Our goal is to leave you feeling educated and empowered at the completion of your Coaching Plan.
Because of the foundation you built, your have two choices:
1. Take the plan and implement it yourself
or
2. Build on our relationship and receive on-going management, advice, and coaching.
KEY BENEFITS OF FINANCIAL COACHING
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.