Money Organization

Money Organization at Burnside and Company is a better version of "financial planning" other advisors provide. Why is it better? Because "Planning" is passive. Getting "Organized" is taking action.

Money Organization Concepts:

Goals
Cash Flow Management
Personal Financial Statements
Risk Management (Insurance)
Estate
Retirement Cash-Flow Forecasting

Organization Binder

Digital is great for capturing data and number crunching. Paper is better for seeing the big picture and connecting the dots.

Personal Financial Website

World-Class integration software that is easy to use, insightful, and secure.

Retirement Forecasting Reports

See the future in numbers. Create what-if scenarios to look for potential hazards and anticipate a change in plans.

Stewardship Services

Financial Stewardship is the knowledgeable, caring, and accountable personal service required to prudently organize your money, investments, and taxes.