I specialize in financial planning and tax for the less traditionally employed and those aspiring early in their careers. I have specific expertise with freelancers and solopreneurs.

My practice specialties include:

• Cashflow management and budgeting with multiple income streams
• Insurance
• Relocation
• Buying a house
• Evaluating a career change
• Tax planning
• Investment Performance Review (I lean towards a Bogleheads approach for most investors and encourage everyone to read “The Intelligent Investor”)

I offer:

• Consultations
• Investments second opinion
• Comprehensive financial planning
• Tax preparation 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: Bird Spring Financial LLC and feel free to schedule a complimentary getting to know each other meeting.