I AM PARENTING
Empowering Parents: Navigating Financial Wellness for Your Family
As a parent, you play a crucial role in shaping your family's future. We're here to support you on this journey, providing expert guidance and resources to help you navigate the circumstances of living and the complexities of planning and ensure a secure future for your loved ones.
Empower Your Parenting Journey: Planting Seeds and Nurturing Growth Together
Parenthood is a journey filled with joys, challenges, and countless responsibilities. At Bird Brand we recognize the unique needs of parents like you and offer a comprehensive range of services to support your family's holistic well-being.
​
From financial coaching to performance counseling and navigating family dynamics, our team is dedicated to helping you thrive in every aspect of life. We understand the complexities of parenting and the importance of finding balance amidst the chaos.
Our mission is simple: to empower you with the knowledge and tools you need to navigate your family's financial journey with confidence and clarity. Whether you're planning for your children's future, managing day-to-day expenses, or striving to create a harmonious family environment, we're here to guide you every step of the way.
Let us help you build a strong foundation for your family's future success.
Together, we can achieve your goals and create a life filled with abundance, happiness, and prosperity.
Holistic advice and services tailored to meet your specific needs, including:
Family Financial Education
Strategic Tax Planning
Investment Management
Insurance Consultation
Estate Planning & Trust Guidance
Concierge Services
College Savings Planning
Performance Coaching for Individuals
Family Dynamics Coaching
Retirement Planning for Parents
Family Budgeting Workshops
Financial Planning
Business Valuation Services
Investment Opportunity Evaluation
WHY BIRD BRAND FINANCIAL PLANNING?
OUR APPROACH
We Can Help You:
-
Build a Diversified Portfolio
​
-
Explore Investment Opportunities
​
-
Plan For Retirement
​
-
Rebalance Your Portfolio
​
-
Pay Monthly Bills
​
-
Teach Your Children About Money and Investing
Transparency is Key
Financial Literacy is important. We are committed to ensuring you understand how you money is being handled.
​
-
As fiduciaries, we are legally bound to always act in your best interests.
​
-
Ensuring transparency and understanding in financial decision-making
Explore Our Specialty Areas
MORE THAN WEALTH MANAGEMENT
Advice Tailored To Your Needs
Special circumstances in your life or work may add complexity to your financial planning and wealth management strategies. Bird Brand’s dedicated and experienced specialty teams provide customized solutions to help you achieve your family's goals which undoubtedly include financial security and independence.
Financial Planning
Communication Skills
Time Management
Stress Management
Work Life Balance Support
Generational Wealth
Parenting Support
Self-Care Education