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It's time to plan for your future.
If you're looking for objective, specific and transparent financial advice, you've come to the right place. We’ll get your financial house in order and help you make prudent decisions toward a secure future. All services are offered on an hourly basis; a simple but rare concept in the financial advisory world. We specialize in helping individuals, couples, and families in their 20s, 30s and 40s organize their financial lives and get on track to building wealth. Our primary service is a 60 to 90 minute planning session -- like a "physical" for your finances. This is designed to be an affordable and highly valuable investment in your future. Fees are $270 for the first hour, then $180 per hour thereafter. Following our planning session, all services are available as needed with no ongoing fees or commitment.
We DO NOT...
1. Earn any commissions from anybody. Period.
2. Manage investments for an ongoing fee or percentage of your assets.
3. Require a minimum level of assets to work with you.
4. Offer debt management or specific budgeting advice.
If you're ready to schedule a planning session, please email for availability:
Email: sean@burgessfinancial.com
Of course, if you have questions feel free to call Sean at (415) 525-1041
Burgess Financial Planning
222 Columbus Avenue, Suite 211
San Francisco, California 94133
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