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.
Mission Statement
To help people live their lives intentionally.
Why I Became an Advisor
I realized people end up in ruts. They have the ability to do change their lives but don't understand they can and how to do it effectively. From quitting my job back in 2017 so I could enjoy better weather and work on my own terms, I've accumulated a variety of life experiences I share with clients to help them make similar decisions.