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.
TAKE A CLOSER LOOK
Integrating Every Aspect of Your Financial Life:
Investment 101
Tax Education
Budgeting & Planning
Retirement Planning
College Financial Planning
Risk Management and Asset Protection
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
3 STEPS TO 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.
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 advisors take the time to get to know you personally. Working with a Bird Financial, you’ll gain clarity, confidence, and control over your decisions and know where you stand at all times, on your terms.
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
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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
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