For Trustworthy Financial Advice

For Trustworthy Financial AdviceFor Trustworthy Financial AdviceFor Trustworthy Financial Advice
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Benefits to Clients
How Are We Unique?
Calendar of Services
Financial Wellness Review
Tools for You to Use
FAQ
Contact Us
  • Home
  • Benefits to Clients
  • How Are We Unique?
  • Calendar of Services
  • Financial Wellness Review
  • Tools for You to Use
  • FAQ
  • Contact Us

For Trustworthy Financial Advice

For Trustworthy Financial AdviceFor Trustworthy Financial AdviceFor Trustworthy Financial Advice
Home
Benefits to Clients
How Are We Unique?
Calendar of Services
Financial Wellness Review
Tools for You to Use
FAQ
Contact Us
More
  • Home
  • Benefits to Clients
  • How Are We Unique?
  • Calendar of Services
  • Financial Wellness Review
  • Tools for You to Use
  • FAQ
  • Contact Us
  • Home
  • Benefits to Clients
  • How Are We Unique?
  • Calendar of Services
  • Financial Wellness Review
  • Tools for You to Use
  • FAQ
  • Contact Us

Focus Point Planning

Focus Point PlanningFocus Point PlanningFocus Point Planning

Financial Advice Focused on You

Contact

Office: (480) 890-0100 Cell: (602) 769-3219

Focus Point Planning

Focus Point PlanningFocus Point PlanningFocus Point Planning

Financial Advice Focused on You

Contact

Office: (480) 890-0100 Cell: (602) 769-3219

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Planning for Family Futures

Marie Burns is a caring, experienced Certified Financial Planner (CFP®) professional who treats you like family and helps you with your money decisions. Our focus is on reducing your stress, while also saving you time, by providing a simplified yet comprehensive, organized road map of your financial life. We serve as your objective, personal guide---your advocate and pro-active accountability partner focused on the key aspects of your financial health: money, motion, and mind.  



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The Cost of NOT Working Together...

Without financial advice, you may lose out on investment returns due to emotional, non-diversified investing behavior. You may miss out on tax savings or  your family may pay the price of a lack of estate planning. Can you afford NOT to have a plan for your main resource in life, money? Investing involves risk including the potential loss of principal. No investment strategy including diversification, asset allocation and rebalancing, can guarantee a profit or protect against loss.

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A Holistic Approach

For almost 20 years, Marie has taken the approach of a financial health practitioner (without the white coat)...assessing, addressing concerns, and focusing on what matters to you. We start with a Financial Wellness Review, are you ready?

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A financial health focus: Money

A financial health focus: Motion

A financial health focus: Motion

Money is the obvious and number one stressor in our lives, let us help you focus  on making smart money decisions.

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A financial health focus: Motion

A financial health focus: Motion

A financial health focus: Motion

Physical well-being is closely tied to your financial success so we  help you focus on  the importance of staying active.  

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A financial health focus: Mind

A financial health focus: Motion

A financial health focus: Mind

Your social life impacts a healthier mind which leads to a healthier body and lower health care costs. We focus on helping you enjoy your lifestyle.

Send us an email:

Marie Burns - Focus Point Planning

575 West Chandler Boulevard, Chandler, Arizona 85226, United States

Office: (480) 890-0100 Cell: 602-769-3219

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 Securities  and Advisory Services offered through LPL Financial,  A Registered Investment Adviser. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AR, AZ, FL, MN, OH, WI