50551 Van Dyke Avenue,
Planning makes a difference. Developing and maintaining a comprehensive financial plan is a critical step to better understanding where you're headed in the future. We do this by evaluating your current financial state, getting a strong grasp of your goals, and assessing future scenarios to identify how confident we can be in achieving your stated goals. We then build and implement a customized investment portfolio tailored around your financial plan.
DEFINE WHERE YOU ARE TODAY
While each and every person is unique with differing backgrounds, circumstances, and goals, we typically serve two types of clients:
SET GOALS FOR THE FUTURE
Financial planning is about more than assets, investments, and net worth. It's about what you want to do with your money and why. It's about identifying your concerns, expectations, and goals - it's about how you feel and what you want. Identifying clear, achievable goals is a crucial part of anyone’s financial plan. Setting precise goals allows you to determine how much you need to set aside each month and track your progress. We like to think of goals in three distinct buckets:
Setting and achieving goals requires tremendous work ethic and rigorous planning. It is a rarity that one achieves goals out of luck or overnight success; rather, it takes determination and persistence, along with a solid plan, to make your vision a reality. You can count on us to be there through every step of your financial way.
DEVELOP ACTIONABLE STEPS
Goals are difficult to achieve without taking concrete, actionable steps to move closer to them. At Greenbird Advisors, we believe these steps are a critical piece of the overall financial plan, so we spend time not only identifying these steps, but checking-in with you during our annual reviews and touch points to ensure you're making progress. Some of the steps we like to take to ensure confidence in your financial plan include: