We help you navigate life’s significant events with clarity and confidence.
From divorces to retirements, major milestones to widowhood, we’re here to guide you on your life journey wherever it leads.
At Burning River Advisory Group, we believe in a holistic approach that puts YOU at the center of the conversation, not your money. You’re worth more than your net worth!
Just like you, your wealth journey is “one-of-a-kind.” As life-centered financial planners, we specialize in working with women experiencing significant life events. Whether you’re navigating a divorce, planning for retirement, managing an inheritance, or facing other major milestones, our expertise and personalized guidance will help you make informed decisions and move forward with confidence.
At Burning River Advisory Group, our mission is clear: to give women the confidence to live their version of a meaningful life.
We understand the anxiety and emotional strain that can arise from financial uncertainty. We help you develop a clear vision of what life could be if you used your money to make a life instead of using your life to make money.
Together, we can remove the burden of not knowing what to do and replace it with a sense of clarity and purpose.
Our holistic financial life planning service goes beyond just investing. We take a comprehensive approach to help ensure your financial decisions align with your unique aspirations, values, and goals.
With your goals and values serving as our “guiding light,” we create a personalized roadmap for all areas of your financial life including budgeting, debt management, insurance, estate planning, investing, and more.
You’ll gain the clarity needed to make smart financial choices that align with your values so you can proceed confidently in your pursuit of a fulfilling and meaningful life.
Retirement should be a time of financial security and enjoyment, but it often comes with a significant amount of financial stress and anxiety.
“Will I run out of money? Are my investments too risky? Can I afford to spend this money?”
Our retirement income planning service is designed to take the financial stress and uncertainty out of your retirement years. We work closely with you to create a sustainable income stream you can count on throughout your retirement years. From Social Security optimization strategies to dialing back the risk taken in your investment portfolios, we can build a plan to maximize your retirement income potential and provide peace of mind.
Preserving your wealth while making a positive impact on future generations and charitable causes requires careful planning. Our multigenerational wealth and charitable planning service helps you create a lasting legacy.
We assist in developing strategies to transfer wealth efficiently, minimize taxes, and align your philanthropic goals with your financial plan. By integrating your values and family dynamics, we help you navigate the complexities of estate planning, trusts, charitable giving, and wealth transfer to ensure your wealth serves the people and causes you care most about.
Life is filled with significant milestones that can have profound financial implications. The emotional and financial complexities associated with these life events require a level of expertise, empathy, and understand that goes beyond your typical financial advisor.
Our education, training, and decades of experience working directly with women undergoing a milestone event gives us uncommon insight and understanding of the issues women face. We assess your unique circumstances, develop tailored strategies, and provide ongoing support to ensure you make sound financial decisions during these critical transitions.
Whether you’re preparing for retirement, going through a divorce, dealing with the loss of a spouse, or managing an inheritance, our planning services can provide the guidance you need.
With Burning River Advisory Group by your side, you no longer have to face financial uncertainty alone. Our life-centered financial planning services provide the clarity, guidance, and support you need to live a meaningful life and make confident financial choices. Say goodbye to guesswork and embrace a future of empowerment and financial well-being.
