Are you ready to plan for your future?
If you're looking for straightforward advice from a caring and competent financial planner, you've come to the right place. We’ll help you make prudent decisions toward growing and maintaining your wealth.
Burgess Financial Planning exists to help you develop a plan of action and make smart financial decisions for your future. We start with a one-hour planning session where we'll cover a lot of ground. We'll discuss your goals, investment strategy, insurance needs, and other burning financial planning questions you may have. Following our session you'll have specific action items to move your financial life forward.
Burgess Financial Planning exists to help you develop a plan of action and make smart financial decisions for your future. We start with a one-hour planning session where we'll cover a lot of ground. We'll discuss your goals, investment strategy, insurance needs, and other burning financial planning questions you may have. Following our session you'll have specific action items to move your financial life forward.
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Process
1. Pre-meeting Preparation
Upon booking your session, you'll get a small amount of homework to prepare before we meet (read your confirmation email!). This includes a questionnaire that will help you organize your thoughts so we can make the most of our time together.
2. Planning Meeting
We'll discuss your financial goals, review your current situation and talk about ways to meet your objectives. The goal of our session is to develop an action plan that is agreeable, realistic and easy to follow.
3. Implementation and Follow Up
Follow your action plan! We recommend a review meeting when major life events happen (job change, marriage, baby, retirement, etc.). Ongoing investment management services are available under a separate arrangement.
1. Pre-meeting Preparation
Upon booking your session, you'll get a small amount of homework to prepare before we meet (read your confirmation email!). This includes a questionnaire that will help you organize your thoughts so we can make the most of our time together.
2. Planning Meeting
We'll discuss your financial goals, review your current situation and talk about ways to meet your objectives. The goal of our session is to develop an action plan that is agreeable, realistic and easy to follow.
3. Implementation and Follow Up
Follow your action plan! We recommend a review meeting when major life events happen (job change, marriage, baby, retirement, etc.). Ongoing investment management services are available under a separate arrangement.
Fees
$480 for our initial planning engagement (up to a one-hour meeting followed by a concise written action plan).
Investment management services are offered on a case-by-case basis under a separate arrangement.
$480 for our initial planning engagement (up to a one-hour meeting followed by a concise written action plan).
Investment management services are offered on a case-by-case basis under a separate arrangement.
BURGESS FINANCIAL PLANNING, LLC
354 Pine Street, 7th Floor
San Francisco, California 94104
sean [at] burgessfinancial.com
