Case Study Archives - BlackBird Finance
Extreme Athlete or Adventure Sport Professional
Like Jake, you thrive on adrenaline and have built your life around pushing physical limits — whether it’s snowboarding professionally, BASE jumping, ultra-running, or riding in off-road rallies. Your income may be inconsistent, coming from sponsorships, prize money, seasonal work, or media projects. You’ve worked hard to turn your passion into a career, but the
Read MoreProfessional Nearing Retirement
Like Tom, you may be in your fifties and well-established in your career. At this point in life, you are starting to think about the details of retirement. How much will you spend on health care? Can you optimize social security benefits? If you chose to have kids, you are starting to think about what
Read MoreGrowing Family
Like Alex and Sarah, you may be in your thirties to forties with kids running around, which takes up most of your free time. Your financial needs have evolved with the addition of kids – you are spending much more. You are juggling priorities from retirement savings, college funding, vacations, and braces while determining what
Read MoreYoung Couple
Like Tiffany and Garrett, you are likely in your late 20s to early 30s and may have recently gotten married. You’re excited to start the next chapter of your life – you are dual-income earners and recognize that many important financial decisions are now shared. You want to understand when you will be in a
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