“Uniquely Yours℠” Wealth Management Process

Even if you’re on the right track, you’ll get run over if you just sit there.

Will Rogers

Financial Planning Life Cycle

There is a typical “life cycle” that we all go through when learning something new. In order to successfully learn something new and retain it, adult learners need the following: 1) learn a new skill, 2) receive immediate and constant feedback when practicing the new skill, 3) continual reinforcement until the skill becomes a habit.

Financial planning has its own “life cycle”. We espouse a “Crawl>Walk>Run” philosophy that enables your financial plan to work in the real world. Of course, before we can even get to the “Crawl” stage, we need to have enough awareness that this financial planning stuff is pretty important. From there, we begin the process of educating ourselves effectively.

Awareness

Visit the website

Simply being aware that you can and should be financially strong is the most important step in the process. The idea that things will “just work out” isn’t realistic. You need to get informed, get educated, and take action.

Crawl

Get Informed

Join our newsletter list, watch our videos, read our blogs. If you take a moment to get to know us, you’ll find that personal finance doesn’t have to be confusing, boring, or intimidating; it can be fun and rewarding. Seriously.

Walk

Get Educated

Discover “Uniquely YoursSM” financial decision making by attending one of our social, educational, or networking events. Contact Us and have an engaging conversation about your favorite subject – you!

Run

Take Action

Feel the difference of having a “Uniquely YoursSM” financial plan in place. Think less stress, less anxiety. Think greater control and confidence in your financial life. All of which leads to a better personal life. Isn’t that what matters most?

 

Our ‘Expert Team’

Financial advisors typically fall into one of two camps: the solo advisor who only focuses on one area of finance – think the guy who only cares about managing your investments or the lady who predominantly sells insurance.  The other group offers “comprehensive” financial planning but typically makes the mistake of trying to do everything him/herself or fails to develop a process for evaluating and working with other professionals.

At Burning River Advisory Group, we realize that we cannot provide truly comprehensive advice solely on our own.  As a result, we have collaborated with some of the area’s leading industry specialists so we can ensure you are making the very best decisions in all areas of your financial life.  Our ‘Expert Team’ has gone through a rigorous vetting process to ensure that they can meet the same high standards we have set for ourselves.

It is difficult to illustrate how impactful it is to be able to walk into our office, have a comprehensive plan developed for you, and have all of the resources available to implement your plan without you having to jump through a bunch of hoops and hurdles.  Would you rather spend your time implementing your plan or making a dozen phone calls and conducting multiple interviews to find the right attorney, accountant, etc.?  Our ‘Expert Team’ approach is simple, elegant, and effective.  In short:  we get things done.  With that said, if you are already working with a trusted professional, we welcome the opportunity to collaborate with them and ensure that all parties are moving in the same direction.

The Burning River Advisory Group’s ‘Expert Team’ includes, but is not limited to the following professionals:

  • CPA’s
  • Personal and Business Bankers
  • Life Insurance Specialists
  • Individual and Group Benefits
  • Grief Counselors
  • Property & Casualty Insurance Specialists
  • Attorneys (estate planning, divorce & family law, elder care/special needs)

There is much to be said about a firm that is willing to go the extra mile, build professional networks with leading industry specialists, and walk you down the road to fulfilling your lifelong dreams- no matter what life throws at you. Don’t settle for less.

Discover what truly integrated professional advice can mean to you and the ones you care about the most.

Contact Us Today

Burning River Advisory Group is committed to being the pre-eminent financial services firm for women leaders and their families.

Contact us and see for yourselves the difference that comes from working with a firm that truly understands the needs of women.

2237 Crocker Road, Ste 150
Westlake, Ohio 44145
216-404-2420
www.burningriverag.com

Enter your email to subscribe to our newsletter

  • This field is for validation purposes and should be left unchanged.