• Posted by: admin

No! We utilize the latest technology enabling us to work with clients all over the country. Our firm is virtual, and the plan is always to be virtual. If you live in town, we are happy to meet in person.

• Posted by: admin

We work with clients around the country and conduct meetings most often through video conferencing software. We also will meet with clients over the phone. Clients will meet with us from their homes, offices, or any other location that is convenient, private, and quiet. We recommend clients have a laptop or computer with a camera,

• Posted by: admin

The first step is a complimentary discovery session. This is a short chat to get acquainted with each other. The easiest way to schedule a Discovery Session is to select a time that works for you on the left side of this screen. You may also call 970-500-BIRD (2473) and hit option 2.

• Posted by: admin

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

• Posted by: admin

We are glad you feel good about your financial situation. Does a star quarterback still have a coach and other experts around them? Do you know how to change your car oil but still pay someone to do it? Getting a second opinion from a professional or saving yourself time are just two reasons why

• Posted by: admin

We are open 9am – 6pm MST, Wednesday – Saturday. We believe in a flexible lifestyle so we often work with potential clients and clients outside of our stated business hours. Let us know if you want to meet with us at a different time to better fit your needs.