Step 1

Schedule a Free, No-Obligation Discovery Session

We’ll spend time discussing your financial obstacles, desires, and goals in a judgment-free zone. Ask any questions on your mind and learn about the financial coaching, financial planning, or investment management process. No prep work is needed, but come with answers to financial dreams and pain points.

We are here to accelerate your financial prosperity—relieve money stress, and build your wealth. We help all income levels in the most honest way, which means:

No commission sales
No investment product sales
No long-term contracts

Got Questions?

hello@bbfinance.co

Step 2

Ready to Start

After your discovery session, and you decided to move forward.

For Coaching Clients: We’ll have you sign an agreement and fill-out our financial snapshot (questionnaire).

For Financial Planning, Investment Management Clients: We will set up a second consultation to answer any lingering question, narrow down the scope of work, and go over logistics. Then we will send out the agreement for you to sign.

Step 3

Schedule an Appointment

You’ve sent back the completed forms, what’s next?

We’ll send you an email with a link to schedule your first appointment. That’s it!

We’re excited to start accelerating your financial prosperity. See you at your scheduled appointment.

Schedule a Free, No-Obligation Consultation - BlackBird Finance