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Getting Started

 

Thank you for signing up for our 60-Day Trial Offer to experience Burnside and Company's tools, information, and services. 

On the reports there is a calculator, glasses, a pen and a notebook with the inscription T

STEP 1: Sign our service agreement and our initial privacy statement that authorizes Burnside and Company to serve as your financial advisor.

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The agreement clearly states the 60-Day Trial Offer. We will send the documents via our online document signature service.

 

The ADV Part 2A-2B is our regulatory brochure with the state of Oregon.

STEP 2: Complete the Personal Finance Organization Questionnaire.

 

The questionnaire serves as a starting point in your quest for organization. It gives us an idea of where you have been, what you currently do, and what you want to accomplish in the future.

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Note:  By design. we only have a paper version of the questionnaire.  Completing the information on paper allows for more thoughtful answers and open communication between couples.

STEP 3: Answer questions from Burnside and Company's online Risk Tolerance Survey.

 

The survey helps capture how you feel about investment risk. We actually assign you a "Personal Risk Number."

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Play Video to Learn More about Risk Tolerance

STEP 4:  When the service agreement (Step 1), Personal Finance Organization Questionnaire (Step 2), and risk tolerance survey (Step 3) are complete, we will do the following:

 

  • Contact you to clarify any information or ask for additional information.

  • Setup a meeting two weeks out to discuss organizational strategy regarding:

  1. Money - Cash Flow

  2. Investments

  3. Taxes

  4. The Burnside Binder Utilization

  5. Technology Access

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