Hi, I’m Cheryl Burgmaier.
I’m here to show you how planning for your future can be exciting, instead of overwhelming. Transparency is the name of my game, so if you’re looking for someone who will give you sound, simple and straightforward advice every step of the way, I’m your woman.
Services
ongoing financial planning
Looking for a long-term financial fairy godmother? Give me a second to pull out my wand. I can’t promise you magic, but I can promise that I’ll always have your best interest in mind. Together, we’ll map out the best route to your ideal financial future. Let’s go on this journey together.
project-based planning
You have a goal and you need help developing a plan to achieve it. Whether you’re ready to conquer credit card debt or a student loan, save for a down payment on your dream home, reorganize finances after a divorce, or pay for your child to go to that Ivy League, I can help.
investment management
Financial confidence and peace of mind - what a dream combo! The world of investing can be overwhelming, and I’m here to help you build a portfolio that suits your needs. I will design and implement a personalized investment plan and manage your account(s) so you don't have to.
There’s a delicate balance between enjoying life today and planning for your financial future. I’m here to help you learn to artfully navigate between the two. And while we’re at it, let’s make it fun!