(916) 622-0298
What is a Personal Financial Plan?
Your personal financial plan should be about you and your life. You might think of your personal financial plan as a map that shows you how to save, spend, and invest to reach your goals. Your financial plan helps you meet the financial needs you have today while you plan for tomorrow's dreams.

Your financial plan will identify strategies and tactics to help you with:

Examining your present situation

In order to move forward with a solid financial plan, you will need a clear picture of your current finances, specifically your net worth and your cash flow.

Protecting what is important

From life and disability income insurance to personal auto and home insurance, there are many ways to help protect yourself and your family from the financial impact of unexpected events.

Accumulating wealth

What are you saving money for? Retirement? A home? Your children's education? No matter what your goals, you will need to prioritize and choose an investment strategy that suits your needs and risk tolerance.

Planning for retirement

Whether you have just entered the work force or you are getting ready to leave, retirement planning should always be on your list of priorities.

Managing your taxes

Keeping track of tax dividends, deductions, and more can help you understand the general tax treatment of your financial investments.

Employer benefits

Utilizing your employer benefits to increase retirement savings, reduce taxes, and improve your insurance coverage is important for your overall financial picture.

Leaving a legacy

From supporting your family to funding a charity, it is important to talk about where your money will go when you are gone.

CA Insurance License #0F05377.

Advisory Services offered through Burge Financial, A Registered Investment Advisor.

Burge Financial Planning
2000 L Street, Suite 100 Sacramento CA 95811 (916) 622-0298