Free Plan FSX
Free Plan FSX introduces high‑income and high‑net‑worth individuals to financial stewardship—designed for those frustrated or overwhelmed managing their finances on their own or seeking a more respectful advisory experience.
An introduction to financial stewardship—for those who expect more.
Free Plan FSX is designed for high-income and high-net-worth single individuals who want thoughtful financial guidance but may currently be managing things on their own or working with an advisor who doesn’t provide the level of respect, care, or personal attention they deserve.
This plan serves as an introduction to Burnside & Company’s Financial Stewardship eXperience (FSX), emphasizing proactive planning, ownership, and exceptional service.
Free Plan FSX is ideal for single individuals who:
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Earn a high income or have accumulated significant assets.
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Are currently a DIY investor feeling frustrated and overwhelmed.
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Feel underserved, disrespected, rushed, or overlooked by their current advisor.
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Value respectful, human-centered guidance alongside modern financial tools.
How Free Plan FSX Works
Free Plan FSX offers high-level guidance to help single individuals achieve clarity. It is not an ongoing advisory relationship, but an introduction to practical financial stewardship.
Qualified individuals may receive up to 30 days of complimentary access to select FSX services to experience our platform and approach before committing to a longer-term relationship.
What to Expect
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A respectful, no-pressure introduction to our stewardship approach
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Guidance tailored to your needs
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Clear guidance on next steps
Free Plan FSX exists for one simple reason:
To help accomplished single individuals move forward with clarity—even if they do not become long-term clients.
Process
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Download the Financial Organization Survey.
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Schedule a meeting with a Burnside Financial Steward.
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Upload your completed survey at least two days before your meeting.
