I specialize in financial and tax planning for Do-It-Yourselfers.

I serve anyone needing professional financial advice to navigate life's major financial decisions and love helping people use their money more purposefully. I have extra experience with freelancers and solopreneurs as I've been there myself.

Best suited for people at a crossroads looking for a second opinion or guidance with a plan they can implement on their own.

My practice specialties include:

- Cashflow management and budgeting with multiple income streams

- Insurance

- Relocation

- Buying a house

- Evaluating a career change

- Tax planning -- as an Enrolled Agent (the highest credential the IRS awards) I have extra training and privileges with taxes

- Investment Performance Review (I lean towards a Bogleheads approach for most investors and encourage everyone to read “The Intelligent Investor”)

- Worldview Investing (Ethical, Vice, Other) Investing Alternatives

- Cryptocurrency

I offer:

- Consultations

- Investments second opinion

- Comprehensive financial planning

- Tax preparation, tax minimization planning, and representation

I started Bird Spring Financial because I noticed a gap between rules of thumb and financial advice for a self-employed data science freelancer like me. It was hard to find a financial planner to work with that didn’t want to manage my money, so I began learning on my own. Over time I realized I enjoyed learning about personal finance more than my freelance data science career and began to make the transition. I bring my strong analytical background to financial planning and love empowering people to live a more purposeful life on their terms.

Please learn more on my website and feel free to schedule a complimentary getting to know each other meeting.