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Burney Wealth is a pioneer in the field of financial education and wealth management. We believe the X&Y generations are currently underserved by many financial advisors and large financial institutions.  To provide security and peace of mind, we have created a robust offering that caters to the specific needs of the individuals and families seeking complete financial guidance within a flexible pricing structure. Our proprietary approach will cover each area of concern specific to you and your situation.  The following steps are a high-level overview of what you can expect:

Step 1: Getting Organized Getting Organized will be different for everyone. With the help of our interactive online portal, we will begin the process by getting your financial house in order.  We set you up for future success by implementing a system you can follow to stay organized.  Along the way we gather any details we need to create your personalized financial plan.

Questions we will help answer:

  • How do I organize my financial life?
  • How do I simplify tracking and monitoring my financial accounts?

Step 2: Cash Flow Analysis, Budgeting, Debt Payoff Schedule Now that we understand where you are, we will start to discuss how we can improve your current situation. We all know what money comes in every month, but we tend to not account for where it goes. This step is all about putting your hard-earned income toward its best possible use.

Questions we will help answer:

  • How should I pay down my student loans and credit cards?
  • Should I consolidate my loans?
  • How much cash should I have in the bank?
  • How much should I save for my goals each month?

Step 3: Investments 101 and Portfolio Review The financial services industry has overcomplicated the definition of an investment, and what goes into a portfolio of investments. We will take time to teach you the basics about investments so that you have enough confidence to feel comfortable when it comes time to evaluating your options.

Questions we will help answer:

  • What types of investments exist?
  • How should my money be invested?
  • What are my investment options in my retirement plan at work?

Step 4: Understanding Taxes Probably one of the most daunting and confusing subjects we were never taught about in school! We simplify your tax situation and help you to evaluate opportunities to minimize your tax bill.

Questions we will help answer: 

  • How do taxes work?
  • Can I save money on taxes?
  • Why do I even have to pay?

Step 5: Protecting Yourself Financially The key to not losing your assets is by protecting them. We discuss your current insurance coverages and determine if you need more, less, or if it is just right.  We then help you decide on the best strategy to keep your financial life secure at an affordable cost.

Questions we will help answer:

  • What type of insurance do I need?
  • Am I paying too much for insurance?
  • Is there something in my life that I should insure that I’m not?
  • Do I need a will?

Step 6: Retirement & Goal Planning Have you ever had the thought of extending your vacation…permanently? We help demystify the idea of retirement and set attainable goals to get you on track to know when, not IF, you can realistically plan to scale back at work and think more about life balance.

Questions we will help answer:

  • When can I afford not to work?
  • How should I save for retirement?
  • Can you help me understand my employee benefits?
  • Are there retirement savings opportunities that I am not taking advantage of?

Step 7: Accountability & Review This is the step that never ends – in a good way. Now that we have a plan in place and you know that you’re on the path to financial freedom, it is time to enjoy life!  The key to any amount of success is to stay accountable and dynamic through time. Your team of advisors will be with you along the way to continually keep you accountable and review your plan as the inevitable life changes occur.

Questions we will help answer:

  • When do I need to change course with my financial plan?
  • How am I tracking?
  • When should I make changes to my investments?

Are you ready to make changes in your financial life?

Contact a financial advisor to learn more


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