What We Do
Plan, prepare and be confident about the future.
At BlueBird Advisory, our mission is to help you craft a customized financial trail map using best-of-breed financial planning tools, stress-testing software and an institutional caliber investment management platform. From tackling personal financial decisions to reaching important milestones, our job is to guide you on the path of success. We offer you a uniquely high-tech, high-touch experience and are committed to being by your side every step of the way. Even as your life and goals change, we’ll keep you on track and focused on the future.
Start With The End In Mind
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.
People BlueBird Advisory Works With
Individuals with Employee Stock Options
Snow Skiers and Snowboarders
Small Business Owners
Individuals Interested in Blockchain and Distributed Ledger Technology (DLT)
How It Works!
Let Get Started
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.