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 any 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 any 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 an annual review meeting and/or 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 an annual review meeting and/or when major life events happen (job change, marriage, baby, retirement, etc.). Ongoing investment management services are available under a separate arrangement.
Fees
$360 for our initial planning engagement. This includes one-hour of planning time followed by a concise written action plan.
Investment management services offered on a case-by-case basis under a separate arrangement.
$360 for our initial planning engagement. This includes one-hour of planning time followed by a concise written action plan.
Investment management services offered on a case-by-case basis under a separate arrangement.
When you're ready to schedule a planning session, please do so right here:
burgessfinancial.genbook.com
Please note: At this time, only video / web meetings are available for initial planning sessions.
burgessfinancial.genbook.com
Please note: At this time, only video / web meetings are available for initial planning sessions.
BURGESS FINANCIAL PLANNING, LLC
222 Columbus Avenue, Suite 211
San Francisco, California 94133
(415) 525-1041
sean@burgessfinancial.com
CA Insurance Lic. #0I23570
