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BlackBird Finance

What do I need to prepare for the discovery session? - BlackBird Finance

A discovery session is when we will touch on your financial goals, pain points, your current financial situation, your history, etc. At this point, you do not need to have any financial documents ready. We will instruct you as you move along what other things may be needed. This is also the time for you to ask questions about the process, what we charge, and anything else you may be curious about.

Budget Booster Kit

budget booster kit

Download your free budgeting guide including a budget template.

Download a Roadmap To Prepare For Retirement