sample financial plan

Sample Financial Plan

Before you ever commit to working with us, we want to sit down with you, learn about your goals and plans, and create a financial plan tailored to you.

Fill out the form below to preview a sample financial plan.

What's in the Sample Financial Plan?

This free 13-page PDF shows what you can expect to see in your financial plan (but specified to you, of course), including:

  • Your financial blueprint
  • Your balance sheet
  • Your short-term cash flow analysis
  • Your lifetime cash flow analysis
  • Your personalized tax report
  • Your personal portfolio analysis

Fill out the form to have a copy of the Sample Financial Plan delivered to your inbox.

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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