Matteo Hoch
About Me
I specialize in financial and tax planning for Do-It-Yourselfers.
Engagements start at $375 for a quick consultation.
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.