Begin Capital Reflection | Bird Financial Group

BIRD FINANCIAL GROUP · CAPITAL PLANNING™

Start Your Capital Reflection™

A few thoughtful questions to help you get clear before we talk.

Financial planning doesn't have to begin with account statements, investment balances, or spreadsheets.

It can begin with a conversation.

Take a few minutes to reflect on where you are, what's on your mind, and what you'd like to move forward. There are no right answers, and you don't need exact numbers. Just tell me what's on your mind.

The six reflection questions:

What is your First Name?

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1. What has your attention right now?

What have you been thinking about lately when it comes to your money, career, family, business, or future?

2. What's something you know you need to address—but haven't yet?

It could be a decision, conversation, financial task, question, or something that's simply been sitting on your to-do list.

3. What's changing in your life?

Think about what has changed recently or what you expect may change over the next few years—career, family, home, business, retirement, caregiving, or anything else that matters.

4. What are you trying to build?

If we were having this conversation a year from now and you felt really good about the progress you'd made, what would be different?

5. Where would greater clarity help you most?

What decision, question, or part of your financial life would you most like to feel more confident about?

6. What would make our conversation valuable to you?

If you could leave our conversation with one thing—a clearer decision, a next step, a new perspective, or simply greater confidence—what would you want it to be?

One Last Thought

You don't need to have everything figured out before we talk.

At Bird Financial Group, we believe wealth is bigger than money. Our work begins by understanding the life you're trying to build and helping you make better decisions about the capital you've been given.

Sometimes the most important thing isn't figuring out the entire plan. It's identifying the next meaningful step.

Don Bird, MBA, CFP®

Founder | Bird Financial Group