THUNDERBIRD FINANCIAL COACHING

Overview

Thunderbird Financial Coaching is a sole proprietorship run by an individual owner that positions itself as a fee-for-service financial planning and coaching practice. The firm lists advisory activities that emphasize comprehensive financial planning, selecting outside advisers for clients, and running educational seminars or workshops. Its disclosed fee structure includes both a percentage-of-assets option and hourly charges, indicating a hybrid approach that can accommodate clients who want ongoing, asset-managed relationships as well as those seeking limited-advice or project-based work. The firm identifies as a capital allocator, which implies it sources external managers or vehicles for client capital rather than operating a broad in-house investment platform. Thunderbird is not flagged as an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices