Financial Partnership, Not Financial Pressure

At Birdie Financial, we help founders, nonprofit leaders, and high-income families make confident financial decisions — with clarity, strategy, and a steady hand.

Whether you're trying to understand your business cash flow or build long-term wealth for your family, our services are designed to meet you where you are, without overwhelm or ego.

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Fractional Strategic Finance Services

For business owners and nonprofit leaders who need financial clarity — without a full-time CFO.

You’ve built something meaningful. We help you make sure the numbers support it.

Our Fractional Strategic Finance offering brings high-level finance strategy into your business — forecasting, cash flow visibility, and decision support — in a way that’s structured, simple, and designed for impact.

Who It’s For:
• Founders & owners with $500K–$5M in annual revenue
• Nonprofit leaders navigating growth, grants, or transitions
• Service-based businesses ready for financial structure

  • See your full financial picture at a glance.

    We build clear, actionable dashboards that track your inflows, outflows, and runway — helping you plan proactively instead of reactively.

  • Bring clarity to every dollar.

    We’ll help you build realistic budgets and rolling forecasts that align spending with strategy — so you can make confident, data-informed decisions.

  • Plan for “what if.”


    We model the financial impact of key decisions — hiring, pricing changes, new service lines, or capital investments — so you can move forward with confidence.

  • Stay focused on what matters most.


    We conduct quarterly reviews that translate financial data into insights — connecting metrics to mission, and strategy to execution.

  • Decisions with dollars attached deserve clarity.


    From staffing plans to pricing models to major investments, we help you understand the financial ripple effects of every move.

  • Reward your team strategically.


    We develop compensation frameworks that balance sustainability, fairness, and long-term growth — ensuring your structure supports retention and alignment.

Fractional Financial Services

Fiduciary Wealth Management

**COMING JANUARY 2026**

For high-income families, business owners, and professionals who want aligned, long-term financial support — with no commissions, ever.

You’re earning well — now what? We help you turn income into strategy, and complexity into confidence.

Our wealth management offering combines personalized financial planning with transparent, values-based investment management. Everything we do is grounded in your goals — no products, no pressure, just partnership.

Who It’s For:
• Households earning $250K+
• Founders with growing income or liquidity events
• Families navigating financial transitions

  • A disciplined, evidence-based investment approach tailored to your goals and timeline.


    We build portfolios designed for performance, tax efficiency, and peace of mind — no hidden fees, no conflicts of interest.

  • Keep more of what you earn.


    We work alongside your tax professional to align investments, income, and timing strategies — minimizing taxes without compromising growth.

  • Plan for the future while living well today.


    From retirement income modeling to 529 college funding, we create flexible, goal-based strategies that support your family’s next chapter.

  • Your wealth is often tied to your work — we help you unlock it.


    Whether you’re managing stock options, planning a sale, or diversifying post-exit, we design a roadmap that maximizes value and minimizes surprises.

  • Life doesn’t fit in silos — and your plan shouldn’t either.


    We integrate your business, personal, and family finances into one clear picture, ensuring every decision supports both your work and your life.

Wealth Management