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BlackBird Finance

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

We do not require you to get anything prepared for the initial discovery session. The discovery session is a quick chat to make sure that both of us want to continue working with each other. During this time we will talk about your financial situation and go over how our firm operates. Later in the process, we will instruct you on what other documents or questionnaires may be needed.