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Burnside Organization Binder

Burnside believes that the organization of your money, investments, and taxes is the key to long-term financial success.  We also believe that digital tools are excellent for capturing data and forecasting.  However, they could be better for helping someone see the big picture or to help someone connect the dots.  That is the purpose of the Burnside Organizer.

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01

The Binder

Good looking and easily recognizable on your self which encourages engagement.

02

Table of Contents

Our color-coded table of contents is a macro-level view of the simple but sophisticated binder.

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03

Checklists

Each tab has a list of suggested items that you can include to stay organized.

04

Collaboration

As a client of Burnside and Company, conversations with your Financial Steward center around the format of the organization binder, Burnside uses the same binder format internally.

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05

Knowledge Base

The binder remains fresh and revised through updates available at Burnside and Company's knowledge base.