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BlackBird Finance

Tap into our financial planning, financial coaching, and investment management services.

What Do You Need

Investment Management


Ideal for those that want help choosing investments, determining the correct asset allocation, and having their portfolio actively rebalanced throughout the year. We use low-cost, tax-efficient investments to design your portfolio and keep you on track to meeting your financial goals.  

Financial Planning


If you need to build a strategy with your money, we will be there to set you up with a comprehensive plan made simple for you to understand. As fiduciaries, we will put your best interests forward when it comes to retirement, investments, education, debt, etc.

Financial Coaching


Perfect for those who are facing financial issues and want a better understanding on the basics of personal finance. If a cloud of debt is hovering over your dreams, or you are living paycheck to paycheck this is the service for you. As Dave Ramsey trained financial coaches we will help with education, accountability, and encouragement as you create good financial habits.

We Are Proud to Say, Financial Planning Will Elevate Your Financial Situation! We are based in Pagosa Springs, Colorado and Serving Clients Virtually Nationwide.

Top Services

Investment, &
Asset Allocation Analysis

Partner with someone that will help you build a diversified low-cost portfolio adapted to your risk tolerance and financial goals.

Debt and Budget

The stress of debt can increase cortisol levels which can affect your long-term health. We will show you strategies to decrease your debt and help you develop the right budget ...

Retirement Planning

Our experts will help you set goals for your retirement, including how to select the best retirement account, how much money you will need to save based on your lifestyle, ...

Got Money Questions? Schedule a free discovery session.

Featured In

GOBankingRates.com is a leading portal for personal finance news and features, offering visitors the latest information on everything from interest rates to strategies on saving money and getting out of debt. Its editors are regularly featured on top-tier media outlets, including U.S. News & World Report, MSN Money, Daily Finance, Huffington Post, Business Insider and many more. It also specializes in connecting consumers with the best banks, credit unions and interest rates nationwide.

Some Interesting Facts

The National Financial Educators Council conducts financial literacy surveys and studies. Take a look at some of the surprising statistics about Americans and money.


Percent of Americans don't have a budget or know how much they spend on average.


Percent of adults agree they could benefit from advice and answers to everyday financial questions from a professional.


Percent of Americans feel confident they are saving enough for retirement.


Percent of Americans carry credit card debt over month to month.

Proud To Be Part Of

Top Financial Advisor in Denver

Top Financial Advisor in Denver

Learning Resources

Nov, 18
Aug, 25
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Financial Advisors Guide: UTMA And UGMA Accounts For Kids


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Jul, 29
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Financial Planning for Cohabitating Couples


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