Our Process
At Bird Financial, we take a structured, transparent approach to help you achieve your financial goals with confidence. Our process is designed to provide clarity, precision, and personalized care every step of the way.
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Here’s what you can expect when working with us
HOW DO I WORK WITH MY ADVISOR?
WHAT HAPPENS NEXT? AFTER MY INITIAL CONSULTATION THEN WHAT?
GATHERING | ANALYZING YOUR FINANCIAL DATA
DELIVERY OF YOUR FINANCIAL PLAN - ARE THE MEETINGS WITH MY ADVISOR IN PERSON?
WHAT HAPPENS AFTER THE PLAN IS COMPLETE?
We start with a deep dive into your financial situation, goals, and concerns. This conversation sets the foundation for our partnership.​
You will receive a Welcome Email inviting you to set up your dashboard in our Client Portal.
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The Dash Board acts as your secured hub, allowing for seamless communication between you and your advisor.
Following our introductory meeting, we’ll request comprehensive financial details to create a tailored and optimized financial plan.
The more information you provide, the more precise and effective our recommendations will be.​
We’ll schedule a meeting to walk you through your personalized wealth management plan and investment strategy, ensuring every detail aligns with your financial goals.
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Most of our clients meet with us via secure videoconference for convenience and flexibility. However, if you're in the Greater Philadelphia area, we’re happy to arrange an in-person meeting.
As your fiduciary advisor, we continuously monitor and adjust your portfolio, ensuring it aligns with your objectives, risk tolerance, and market conditions.
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We schedule periodic meetings to review progress, discuss new opportunities, and make necessary adjustments based on life changes or market shifts.
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You’ll have direct access to your advisor, a secure client portal for tracking your financial plan, and proactive updates to keep you informed.
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 PLANNING & INVESETMENT ADVICE
CHANGE
FINANCIAL BEHAVIORS
Financial Planning helps YOU feel better about YOUR money! Your advisor will encourage you to remove self-destructive behaviors and limiting belief thought patterns.
Each regularly scheduled financial session provides a confidential forum with an expert dedicated exclusively to your agenda.
We are fiduciaries.
This 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 Planning 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 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. We provide 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 planning 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 advisors 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
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