Balanced Wealth Services
Investment Process includes but not limited to:
We primarily charge fees based upon the assets that we manage. This fee includes, but not limited to:
- Investment Selection and monitoring (tax efficient investing).
- Financial Planning that includes education, retirement and estate planning.
- Document Organization.
- Retained for questions throughout the year.
- Quarterly, semi-annual and/or annual meetings.
Our First Meeting.
The initial complimentary consultation is viewed as a time to get know each other and determine what your goals are. Be sure to bring as much information as you can reasonably gather (bank account values, investment holdings, 401K, holdings, mortgage terms and balances, etc.). We will discuss topical goals and financial investment/planning experiences. We will also discuss fee structure, timeframes of working together, etc.
The follow-up meeting would include some topical answers to your questions along with a portfolio diagnostic for your investments.
Call to make an appointment today 401-398-2000.