BlackBird Finance
Categories
Financial Planning Finance/Banking
About
Here at Blackbird Finance, we provide assistance to a wide variety of money concerns.
It is our firm belief that everyone should have access to exceptional financial services, and we make it our mission to provide you with the opportunity to achieve your dreams through financial planning, coaching, and investment management.
Services: custom financial plans, retirement planning, investment management, tax planning, risk analysis (insurance analysis), cash flow and budgets, debt management, education planning, estate planning, real estate investing and financial coaching.
Ready to take the first step? Sign up for a free, no-obligation discovery session. Or, stay in touch and join the BlackBird community and receive the latest every day finance articles, tips, economic updates, and more. Sign up Here
Additional Info
How BlackBird Finance is different:
-Fiduciary license: will give you objective advice and act in your best interest at all times.
-No investment minimum: all are welcome to get financial help.
-Fee only: no commissions, product sales, or referral incentives.
-Holistic: More than just investment help. Going over all aspects of finance: retirement, tax, estate, insurance, debt, cash flow, and money values.
-Certified Financial Planner™ Practitioner.
How does BlackBird Finance charge?
-Financial coaching is a flat rate per session.
-Financial planning has two options.
1. Ongoing advice, annual flat fee.
2. Project, a flat fee based upon complexity for a one-time consultation that is focused on a particular area of concern.
-Investment management is an AUM fee.
Who is a good match for working with this firm:
-Outdoor enthusiasts -Families -Generation XY -Extreme sport athletes.
Ready to take the first step? Sign up for a free, no-obligation discovery session. Or, stay in touch and join the BlackBird community and receive the latest every day finance articles, tips, economic updates, and more. Sign up Here
Membership Type
In-home Business Membership
