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