Financial Planning Checklist

This Checklist includes a list of action items to consider as you build your financial strategy, because you deserve a clear strategy to protect and build your wealth.
Financial Planning Checklist

Our Financial Planning Checklist covers items in seven important areas of wealth management:

  • Budgeting and employer benefits
  • Investment planning
  • Taxes and cash flow
  • Insurance planning
  • Retirement planning
  • Estate planning
  • Education planning

This free, 2-page PDF has over 15 checklist items to help you build a clear wealth management strategy.

Have a clear strategy to protect and build your wealth

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About Burney Wealth Management

Founded in 1974, Burney Wealth Management was one of the first Registered Investment Advisor (RIA) firms in Virginia.

We are about relationships first and helping you feel truly at peace about your family’s future.  Even before becoming a client, you’ll see a custom financial plan built to protect and grow your investments and assets.

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