Burgess Financial Planning
Financial Planning
Burgess Financial Planning exists to help you develop a simple plan of action and make good financial decisions. We start with a one-hour planning session where we'll cover a lot of ground. This includes discussing your goals, saving and investment strategy, insurance needs, and any planning questions you may have. Following our session, you will have specific action items to move your financial life forward. Read more
5 recommendations
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Alex W.
We are a relatively new married couple that was in need of some sound financial guidance. After reading the reviews on yelp we decided to meet with Sean. What an experience! We received incredible professional guidance, which was amplified by his genuine thoughtfulness and care.
Original recommendation
We are so grateful to have Sean as our Financial Planner and highly recommend his services. -
cynthia cook
Sean is awesome! ... My wife and I do have a situation well within Sean's wheelhouse (30s, recently married, die hard SF, family/retirement planning) but still, fantastic experience.
Original recommendation
We loved that Sean's advice is very concrete. He doesn't present many different options and scenarios. He listens to your questions, finds out what your financial goals are and then clearly tells you what you need to do. We're now in the process of going through our to-do list. We left with a feeling of clarity and exhilaration - better than therapy! -
howard howard
Nice guy. I had a vague idea of what to expect and was pleased with the results. My questions were answered to my satisfaction and he did not try to sell me on anything.
Original recommendation
In addition, the exercise of collecting my various financial documents and analyzing them was useful, that part alone paid for itself. -
Beth C.
I highly recommend Sean's financial planning in 2 ways....as a very happy client of his for years now, as well as to my own clients in my financial organizing business. Sean helps me keep things simple, which I need when the money fears arise. I like it that his service is fee-only (meaning, his suggestions aren't tied to commissions or any type of finder's fees). I can throw him so many different curveballs, and he has always done his research and is willing to share his experiences, as well. I take great comfort in working with him to make sure I'm taking good care of my financial future.
Original recommendation -
Katy M.
Okay for serious, use this guy. I feel like it's hard to find someone in a city that you can trust, but after meeting with him, i feel like I can trust him with anything! He put us completely at ease, answered ALL of our questions, and more. Can't recommend him enough and can't wait to work with him for many years to come! Thanks, Sean!
Original recommendation
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We take your privacy seriously.
Recommended will not post to your social networks or spam your contacts.
We take your privacy seriously.
Recommended will not post to your social networks or spam your contacts.
We take your privacy seriously.
Recommended will not post to your social networks or spam your contacts.