Start with the end in mind.

Solutions

Bluebird Tune-Up Solution

Life is indeed a journey, not a destination. The journey will be full of ups and downs. We need to take stock of our situation today to prepare for the journey that lays before us. We need to measure our strengths and weaknesses. We need to formulate a plan that reflects our values, dreams, ability to adapt to changing weather and uses a high-tech, high-touch approach necessary in today’s consequential economic environment.

The four-month $888 BlueBird Tune-Up is the first step in getting in shape for the financial journey ahead.

Upon completing this, you will be more confident of your route, vision, equipment, and the dangers and opportunities that will present themselves. Below is the outline for the BlueBird Tune-Up.

VISUALIZE THE POSSIBILITIES

Month 1:
Big Picture

Empowering humans to see their full financial picture and make better decisions about what matters.

Month 2:
Stress Test

Empowering humans to see their full financial picture and make better decisions about what matters.

Month 3:
Your Choice

Choose a topic of most pressing concern and receive analysis, research and recommended next steps. Some examples:

Month 4:
Plan of Action

How It Works?

Let’s get started

1. Schedule
an appointment

2. Meet in person or via video conference.
3. Start developing a customized strategy.
Digital assets offered to advisory clients must be registered securities with the SEC and trade on one of the recognized major exchanges.
Money back guarantee is valid for six months after the date of engagement letter is signed. Contact BlueBird Advisory at (303) 477-1144 for further information.

(303) 477-1144

peter.ruh@bluebirdadvisory.com

4845 Pearl East Circle, Suite 101 Boulder, CO 80301

Ready for Your 4-month Financial Tune-up?