Getting Started with Burgdorf Wealth Managers

To get all of the information we need to make your personalized financial plan, we ask that you follow the steps below. If you have any questions, feel free to reach out. We're excited to work with you!

1. Create Your Asset-Map

We use a program called Asset-Map to quickly gather your information, then study, analyze, and prepare a personal plan for you. Your Asset-Map visually organizes all of your finances in a clear graphical layout, allowing us to apply our professional insight in real-time. All information gathered will be treated confidentially.

Create Your Own Asset Map

2. Learn Your Risk Tolerance

The 5-minute Riskalyze questionnaire covers topics such as portfolio size and top goals to show real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number® that we will use to create an investment strategy. It’s fast and displays your number instantly.

Get Your Risk Number

3. Set Up a Call and Review Your Results with the Team

The initial appointment is complimentary. After we meet, our team will have a good idea of what the next steps should be and will formulate a plan of action with your input.

If a comprehensive plan is warranted, our normal hourly fee is $200.00 but is capped at $1500.00 for the initial plan. The plan will have clear action steps to follow that may involve budgeting and cash flow management, tax planning, estate planning, retirement planning/ projections, insurance analysis, investment recommendations, and college savings plans.

If investment services are necessary, we will disclose any additional costs at that time.

Schedule a Meeting