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 discussing your goals, investment strategy, insurance needs, and any general financial planning questions you may have. Following our session you will have specific action items to move your financial life forward. 
Schedule your planning session HERE
             We help you...
  • Figure out how to invest for future goals.
  • Plan for a secure, passive income that you won't outlive.
  • Decide what to do with your employer-sponsored accounts.
  • Make decisions about your stock options, RSUs, & ESPP. 
  • Decide whether to rent, buy (or sell) your home.
  • Understand your insurance needs.
  • Plan for child, college, and retirement expenses. 
            What we don't do...
  • Sell permanent life insurance or commissioned mutual funds.
  • Recommend speculative or "alternative" investments, market timing schemes, or stock picking.
  • Require a minimum level of assets in order for us to work together. We serve clients with $10K to $10M in assets. 
  • Provide specific tax or legal advice (referrals gladly given).
  • Offer a free intro meeting. We get right to work.
Process

1. Pre-meeting Preparation

Upon booking your session, you'll get a small amount of homework to prepare before we meet. 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 a one-hour session and written action plan. 

Investment management services offered on a case-by-case basis under a separate arrangement.

BURGESS FINANCIAL PLANNING, LLC
222 Columbus Avenue, Suite 211
San Francisco, California 94133

(415) 525-1041
sean@burgessfinancial.com