Financial Planning for High-Achieving,
High-Stress Professionals

Stop Grinding at Your Job and Start Claiming Your Freedom

We are here to help you:

Strategize Your Financial Resources

Plan for an Early Retirement Date

Remove the Golden Handcuffs for a Better Life

Wealth Management to Help You Transition to Your Next Act

After decades of grinding at your career, you want the freedom to start the next stage of your life. But you feel:

  • Scared to walk away from your secure, highly compensated job and the decades you've sunk into your career

  • Overwhelmed by the process of using your financial resources to support a more rewarding life

  • Trapped by golden handcuffs and curious whether you can afford to retire early

We believe that a comfortable life that inspires you shouldn’t have to wait much longer.

Claim Your Financial Freedom and Write a New Life Chapter

Our goal is to help you:

Get free: Achieve financial clarity so you can make decisions about your future.

Demystify your finances: Use all your resources, including employer benefits.

Be intentional: Set interim savings steps to achieve your end goal.

We Understand That Retiring Early Can Be Intimidating and Stressful

  • We have over 30 years of experience helping high-achieving professionals strategize their financial resources to transition to a more fulfilling life, often earlier than they expect.

  • We have a team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals working on your behalf. 

  • You will partner one-on-one with an advisor who has a CFP® certification and Juris Doctorate (J.D.), has seen firsthand the draining effects of high-stress careers, and will support you in pursuing the life you have long desired.

Financial Planning to Help Professionals Trade in Exhaustion for Independence

You poured decades into a career that provided a comfortable living but also served up 50-plus hours of stress each week. You dream of quitting and starting something new. You want time for decompression as you rebuild the energy to devote to your family, hobbies, and passions. You’d like a comfortable but not extravagant lifestyle that includes travel. 

But the stress aside, your pay is good—can you afford to leave it behind? You would love to know if your dreams for a more rewarding lifestyle can be more than dreams—and the sooner, the better.

At Burton Enright Welch, we help high-achieving, high-stress professionals looking to retire ASAP. Based in Walnut Creek, California, we are a Registered Investor Advisor providing financial planning and investment management to help burned-out professionals transition to a more fulfilling life, often earlier than they could have expected. We can help:

  • Set a career "expiration date" to remove the stress of continuing indefinitely at a job you find unsatisfying

  • Take advantage of all your financial resources, including compensation and benefits, to achieve your goal

  • Take the mystery out of how much money you need to retire by providing numbers and action steps

  • Remove the worry from your transition by building a pension and rules-based approach to distributions

  • Create a portfolio to help deliver the long-term, after-tax returns you need for retirement

  • Serve as your point person for all financial questions and concerns that come up

How to Work With Us

1. Schedule a Connect Meeting

We will discuss your concerns, how we’ll work together, and whether we are a fit.

2. Sign our Advisory Agreement

Officially start our partnership so that we can begin crafting your financial plan.

3. Attend a Strategy Meeting

We'll discuss our recommendations and proposed strategy to help move you closer to the future you want.

Are We a Match?

You want to partner with a financial planner whose expertise is working with people just like you. We may
be a good fit if you:

  • Are a stressed-out professional wanting to use your financial resources to quit your job and start a more fulfilling life stage

  • Want a long-term relationship with a CFP® professional to provide ongoing financial planning and investment management

  • Have investable assets of more than $500,000

Take the First Step—Schedule a Call!

Are you ready to stop feeling trapped by your job and putting off the life you really want? Take the first step to claiming your financial freedom to write a new life chapter. Schedule an introductory call today to start transitioning to a more fulfilling life, perhaps earlier than you expected.

Are You Approaching the Quitting Tipping Point?

Download this ebook for high-stress professionals and learn the 5 steps to claim your financial freedom.

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