Step 1

Schedule a Free, No-Obligation Discovery Session

Set up a free 25-minute call to discuss your financial obstacles, desires, and goals in a judgment-free zone. Ask questions and learn about the financial coaching process. No prep work needed but come with answers to financial dreams and pain-points.

We are here to accelerate your financial prosperity—relieve money stress and build your wealth. We help all income levels in an affordable way, which means:

No moving your retirement accounts to us.
No commission sales
No investment product sales
No long-term contracts

Got Questions?

hello@bbfinance.co

Step 2

Collect information and payment.

After your discovery session, when you decide to move forward with further coaching, your coach will be there to guide you through the process.

Typically, we’ll have you complete a coaching agreement, financial snapshot, and may have you collect some additional information on your finances.

You will need to complete this and send it back before we schedule your first appointment. We will also collect payment in full at this time.

Step 3

Schedule

You’ve sent back the completed forms, what’s next?

We’ll send you an email with a link to schedule your appointment. You can reschedule for any reason, for no charge, up to 24 hours before your appointment date.

We’re excited to get going and we’ll see you at your scheduled time!

Schedule a Free, No-Obligation Consultation - BlackBird Finance