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Financial Planning & Investment Management

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.


While each and every person is unique with differing backgrounds, circumstances, and goals, we typically serve two types of clients:

  • Individuals and couples who have been saving for a long time and are nearing or at retirement
    • May have significant savings and preservation of capital is key
    • Need a plan for retirement and would like to address concerns around generating income, covering health care costs, outliving your savings, or understanding Social Security benefits
    • Considering estate planning and how you can leave a legacy
  • Individuals and families who are relatively early-on in their careers and may just be embarking on their savings journey
    • May have college or graduate school debt that requires pay-down prioritization
    • Need help sorting out household cash flow and budgetary concerns, building an emergency savings fund, or saving for a child's college tuition
    • Retirement seems like a distant objective but you recognize the importance of planning now and into 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:

  • Short-Term Goals: Under one year - examples include:
    • Building an emergency savings fund
    • Going on a family vacation
    • Renovating your home
  • Mid-Term Goals: One to five years - examples include:
    • Paying down student loans
    • Having a wedding
    • Saving for a down payment on a home
  • Long-Term Goals: Over five years - examples include:
    • Investing in retirement savings
    • Planning for your child's higher education expenses
    • Helping with long term care planning for an aging parent

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.


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:

  • Running 1,000 trials of your financial plan using 1,000 different return possibilities to calculate the probability your plan will be successful
  • Thinking about your financial future in terms of a Confidence Zone, and discovering ways to get you to the right level
  • Dividing your goals into Needs, Wants, and Wishes, and working with you to prioritize them so that we can ensure your foundational needs are met

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