Monthly FSX™
Monthly FSX™ is a proactive, ongoing financial service designed to keep your entire financial life moving forward, thoughtfully, deliberately, and with purpose.
Each month, clients receive a curated newsletter focused on a key financial planning theme. Articles are carefully selected from leading national financial publications, ensuring timely, credible insights grounded in industry best practices—never sales pitches.
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But the newsletter is just the beginning.
The true value of Monthly FSX™ lies in the meaningful conversations it inspires.
Each issue serves as a catalyst for insightful dialogue, facilitating education, clarifying complex concepts, and translating ideas into tailored, actionable recommendations. This establishes a consistent engagement process that replaces reactive decisions with informed, steady progress.
How Monthly FSX™ Works
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Monthly Thought Leadership: You receive a professionally written newsletter focused on one core area of your financial life.
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Conversation‑Driven Advice: The content sparks meaningful discussions—enabling us to address your questions, refine strategies, and uncover opportunities or risks that may otherwise be overlooked.
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Personalized Recommendations: While the education is broad, the advice is highly personalized. Each conversation is customized to your unique goals, circumstances, and priorities.
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Year‑Round Coverage of Your Financial Life: Throughout the year, we methodically address every major pillar of sound financial planning.
The Monthly FSX™ Planning Calendar
Each month focuses on a single, intentional theme:
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January — Performance Reporting: Understanding results, progress, and what actually matters beneath the numbers.
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February — Philosophy of Money: Aligning financial decisions with values, purpose, and long‑term priorities.
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March — Retirement Planning: Income strategy, timelines, and making work optional on your terms.
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April — FSX Invest: Investment accounts, asset allocation, and portfolio strategy.
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May — Risk Management: Identifying and managing financial risks before they become problems.
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June — Fintech FSX: Burnside’s organizational tools to simplify, track, and manage your financial life.
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July — Cash Management: Optimizing cash flow, reserves, and short‑term decision‑making.
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August — Pricing FSX: Understanding the true cost of investing and keeping more of what you earn.
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September — Estate Planning & Gifting: Control, legacy, and transferring wealth intentionally.
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October — Social Security & Medicare: Navigating complex choices with clarity and confidence.
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November — Tax Organization: Structuring decisions to reduce friction, surprises, and unnecessary taxes.
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December — Digital Security: Protecting financial data, identity, and access in an increasingly digital world.
"Serving is an expression of love that echoes into eternity."
John Burnside