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BlackBird Finance


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Who We Serve

Our finance firm caters to empowering a diverse range of individuals, including young families who are just starting out on their financial journey, families with teenagers who may need support for college expenses, and Generation X, Y, or Z, our firm is dedicated to serving your generation’s financial aspirations, ensuring a brighter future for all.

Moreover, as avid outdoor enthusiasts ourselves, we specialize in aligning your financial strategies with your adventurous lifestyle, allowing you to maximize both your fiscal and recreational pursuits.

Case Studies

Young Couple

Like Tiffany and Garrett, you are likely in your late 20s to early 30s and may have recently gotten married. You’re excited to start the next chapter of your life – you are dual-income earners and recognize that many important financial decisions are now shared. You want to understand when you will be in a financial position to purchase your first home, have questions about how to invest in your 401 (k), and need a strategy to pay off debt. In addition, you’ve heard that money problems are often a cause of divorce, and you want to be sure you are working together.

➤ Helpful Resource: 3 Financial Moves Every Newly Married Couple Should Make

Growing Family

Like Alex and Sarah, you may be in your thirties to forties with kids running around, which takes up most of your free time. Your financial needs have evolved with the addition of kids – you are spending much more. You are juggling priorities from retirement savings, college funding, vacations, and braces while determining what to do with excess savings. Questions may arise about protecting your family if something were to happen to either of you and whether one of you can quit full-time work to focus on time with your children during their early years.

➤ Helpful Resource: Family Finance: Building Savvy Money Skills Together

Professional Nearing Retirement

Like Tom, you may be in your fifties and well-established in your career. At this point in life, you are starting to think about the details of retirement. How much will you spend on health care? Can you optimize social security benefits? If you chose to have kids, you are starting to think about what is next for you once your kids are in college. Your investments may need adjusting to ensure you are at the proper allocation for your age, goals, and risk. After diligently saving in investment accounts over the years, you have accumulated several 401(k)s and IRAs that need to be consolidated.

➤ Helpful Resource: Retirement Income Worksheet

Extreme Athlete or Adventure Sport Professional

Like Jake, you thrive on adrenaline and have built your life around pushing physical limits — whether it’s snowboarding professionally, BASE jumping, ultra-running, or riding in off-road rallies. Your income may be inconsistent, coming from sponsorships, prize money, seasonal work, or media projects. You’ve worked hard to turn your passion into a career, but the financial planning side often takes a backseat. You may need help setting up a plan to smooth out your income over time, prepare for taxes across multiple states (and maybe countries), and protect your body — your most important asset — with the right insurance. You’re either thinking about how to handle your newfound financial success or about how long your body can keep up, what’s next after the sport, and how to create long-term financial security while still saying yes to the next big adventure.

➤ Helpful Resource: Financial Planning For Extreme Sports Athletes

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