5th Hummingbird transforms your financial life by helping you develop your vision for the future and a financial strategy to get you there. 

 

Consider where you want to be and what you want to be doing next year, in five years, and longer-term. 5th Hummingbird employs a coaching approach to help you succeed. 

 

In particular, 5th Hummingbird works with you to identify and define your life goals, review your financial circumstances, understand your options, see what might get in the way or be inhibiting you, and define and achieve concrete short- and long-term financial goals and strategies appropriate to your age, circumstances, values, and life 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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Receive practical, experienced guidance to create a hopeful vision, develop strategies to achieve the vision, and feel well-prepared for significant life events and your financial future.