Empower your financial life and future through planning. 5th Hummingbird maintains a limited financial planning practice focused on Money Coaching clients not already working with a planner and who seek practical advice to take their financial lives to the next level.

 

Financial planning involves reviewing your financial circumstances and helping you define and achieve long- and short-term financial goals. 5th Hummingbird employs its "coaching" approach in financial planning, integrating your values and life goals together with your experiences, beliefs, and concerns about money and finances to create a hopeful vision and help you take control of your financial life and feel well-prepared for your financial future. 

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5th Hummingbird explains the fundamentals of financial planning, demystifies the often arcane and confusing language and concepts of personal finance and planning, and helps formulate financial plans appropriate to your age, circumstances, values, and goals. 5th Hummingbird also provides advice regarding a range of issues from the routine, like budgets, spending, and saving, to the more complex, like estate planning (e.g., beneficiaries, asset titles, documentation, etc.), risk management (e.g., insurance), retirement planning (e.g., when, how), Social Security (e.g., when and what benefits), and debt management. 

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