Welcome to Birdseye Financial
Our proven planning process is designed to help you navigate your retirement with the help of a discovery session, a customized retirement plan followed by a strategy session. If you like what we suggest, then we help you implement the plan. We then follow-up to make sure you remain on track while you enjoy doing what you want most with your time.
We do not charge a fee for this process.
WHAT ARE YOUR GOALS FOR RETIREMENT?
FREE 30-MIN CONSULTATION
Let's discuss your goals and concerns. If we both feel that we are a good fit for each other, then I will offer you a FREE Retirement Plan that helps us both better understand your whole retirement outlook and what areas could use strategies to improve your success in retirement.
HOW DO WE BEGIN THIS PROCESS OF HELPING YOU?
We have a simple planning process designed to help you better navigate retirement through powerful analysis, strategy education and simple implementation followed by annual reviews to keep you on track while you enjoy your life in retirement doing what you want most. We do not charge a fee for this process.
We believe in getting to know you and your needs. So please complete our quick questionnaire and book a time on our calendar. After our 30-min meeting either on the phone or online, we will look at taking the next step.
Our process is simple. We analyze what you have, how its working, what areas can be improved through better strategies or product. Then we educate and implement those parts that you agree would make a difference.
We keep the process simple, you end up with a GREAT Retiremetn plan with software that you have access to and an advisor that understands YOU!