GenX
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Nathan Mueller, MBA
Mr
CFP®
BlackBird FinancePagosa Springs, CO 81147-8988
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Millennials & GenZ
Don’t forget to live your adventurous life. Be strategic with your money today, so small seeds planted now can grow into tomorrow’s freedom.
Major Milestones I Specialize In
Funding Education
Help your kids with education, but don’t sacrifice your retirement. There are ways to fund college; you can’t borrow for retirement.
Getting Married and Starting a Family
Talk about money early. Align your goals, spending, saving, and priorities so you’re building your financial life together not separately.
Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
At BlackBird Finance, financial planning is a collaborative process built around your life, goals, and values. We start with a complimentary Discovery Session to see if we’re a good fit. If we move forward, we define the scope of work, get organized, gather your financial information, and work together to identify your priorities. From there, I develop your financial plan, review it with you, and help you put the recommendations into action. Our relationship continues beyond the initial plan. We meet throughout the year to address different areas of your financial life as things change, with periodic check-ins to help you make the most of your money. As an independent, fee-only fiduciary, my advice is focused on your interests—not selling financial products or earning commissions.
Disclosures
BlackBird Finance LLC ("BlackBird Financial Planning") is a registered investment advisor offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.