Step 1

Schedule a Free, No-Obligation Discovery Session

We’ll spend time discussing your financial obstacles, desires, and goals in a judgment-free zone. Ask any questions on your mind and learn about the financial coaching, financial planning, or daily money management process. No prep work is 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, and you decided to move forward.

Typically, we’ll have you sign an agreement, fill-out our financial snapshot (questionnaire), 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 at this time.

Step 3

Schedule Appointment

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.

That’s it!

We’re excited to get going building up your financial situation. See you at your scheduled time.

Schedule a Free, No-Obligation Consultation - BlackBird Finance