So, what does Financial Planning look like with us?
Discover
We invest time in learning about the goals and aspirations you have for your family
Roadmap
We evaluate where you are now, where you want to go, and how to get there
Implement
We do the heavy lifting and help you put your plan in place to ensure you are on the desired track
Monitor
You will have regular communication with your advisory team to revisit your plan and make necessary adjustments
Be your own financial advisor or Hire an advisor—A commonly asked question
When people think of personal finances, they wonder if they should become their own financial advisor or hire an advisor. So, our Burney Wealth Management advisors have created a factual document that will help in your decision-making.
Our financial planning checklist covers seven important areas: Insurance Planning, Estate Planning, Education Planning, Budgeting and Employer Benefits, Investment Planning, Tax Planning, and Retirement Planning
Interested in starting your financial planning journey?
Fill out the form below to know how to set your financial goals and how our financial advisors can help you achieve them. We would be happy to help you.
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