Time to get your ducks in a row?
If you're looking for straightforward financial advice, you've come to the right place. We’ll get your financial house in order and help you make prudent decisions toward a more secure future. Services are offered on an hourly basis; a simple but rare concept in the world of financial advice.
Burgess Financial Planning exists to reduce your financial worries; to develop a simple plan and keep you on track. Making smart decisions and avoiding common mistakes is essential to building and maintaining wealth. We start with a one hour planning session, like a "physical" for your financial life. This includes a review of your accounts, insurance, investment allocation, and discussion around your most pressing financial questions. Following our session you will have specific action steps to move in the right direction. This service is designed to be valuable investment in your future.
Topics covered in our session:
How much should I be saving for retirement?
Am I investing the right way?
What should I do with cash?
What should I do with my old employer accounts?
What about my stock options / RSUs / ESPP?
Should I buy a home?
What types of insurance do I need? (And what don't I need?)
How should I plan for child expenses?
How should I plan for college savings?
Prior to our session, you will receive a small amount of homework to prepare. This includes a questionnaire that will help you get organized and make the most of our time together.
When we meet, we'll discuss your financial goals, review your current situation and ways to meet your objectives. The goal of our time together is to develop a plan that is agreeable, realistic and easy to follow.
Implementation and Follow Up
Follow your action plan! We recommend an annual review meeting and/or when major life events happen (job change, marriage, baby, etc.). Many people need additional help with an investment plan, which is a separate service offering.
What is your fee?
$270 per hour. Most initial planning engagements run 1 to 1.5 hours (billing time).
What don't you do?
- Sell whole life insurance, annuities, or loaded mutual funds.
- Require a minimum level of assets to work together.
- Specialize in credit card debt issues. Referrals for this service are available.
- Provide tax preparation or legal advice.
- Offer a free "get to know you" session. We get right to work.
- Pass you off to a junior advisor. You'll meet with Sean Burgess CFP®, face-to-face, in his office.
Get started and schedule your planning session HERE
Tel: (415) 525-1041
BURGESS FINANCIAL PLANNING
222 Columbus Avenue, Suite 211
San Francisco, California 94133
CA Insurance License #OI23570