You can expect to be taken care of…
At Balanced Wealth Management, our client-first approach offers customer service as if it’s the 1950s, delivered with the convenience of modern technology. Every step of the process is personalized to provide exactly what you need.
1. Introductory Call
The first step is a short 15-minute introductory call to get acquainted, identify where you are today, and understand your concerns and future goals. We will share a little bit about our process and then allow you to decide if we are a good fit.
Once we’ve all decided we want to move forward and work together, we will schedule a 30-minute meeting (in person or virtually) so that we can get a clearer picture of your financial situation today and dig deeper into your concerns and what your financial goals are for the future. Prior to this meeting, you will have some homework, such as completing some online risk assessments and gathering information regarding your current portfolio.
3. Portfolio Diagnostic
At this meeting, we will present a personalized portfolio review, an introduction to our investment philosophy, and some ideas for you to consider as we build your customized investment strategy. At this point, you will have a clear understanding of how we will work together. If you are comfortable with moving forward, our next step will be to schedule an onboarding meeting. Not sure yet? No problem. Take your time, digest our discussion, and let us know when you are ready to move forward.
4. Onboarding Meeting
Here’s where we begin to implement that customized investment strategy. At this meeting, we will review all steps necessary to open new accounts and begin transferring assets.
5. Goal Meeting
Together, we have developed an investment plan that positions you for the successful life and retirement you desire. This is when we will tie up any loose ends, finalize your 12-month goal sheet and schedule our first meeting to check in and revisit that plan.
You Deserve the Successful and Fulfilling Retirement You Desire
You have goals, and at Balanced Wealth Management, those goals matter to us.
You’ve checked all the boxes—you worked hard to build a successful career, raised your family, and saved diligently for retirement.
You put money aside, invested responsibly, and have a nest egg you’re proud of. But now that you’re nearing retirement, you wonder if it’s enough and worry that you may not be as prepared as you thought.
- Will I have sufficient income to meet
my needs and support my lifestyle?
- Am I doing everything I can right now to
be ready when the time comes to retire?
- When will I really be able to retire?
- What can I do to prevent taxes from
robbing me of my life savings?
- If anything happens to me, will
my family be okay?
- What if I’m missing something?
You probably recognize these questions as concerns that come to mind more and more these days. But now it all feels pretty uncertain and overwhelming—like you don’t even know where to begin or what to do next.
After all, retirement is supposed to be your time to reap the benefits of a job well done and enjoy life unencumbered by the responsibilities of your career. You’ve always dreamed of the day when you can finally walk away from the office and begin doing more of the things that bring you happiness, like indulging in your hobbies, spending time with your family, and traveling to your heart’s content.
The Balanced Wealth Management team knows these concerns well. Every day, we help clients like you become more prepared, organized, and confident that you and your family will be okay.
“I enjoy partnering with my clients to help them worry less about their finances.” – Rob
When your children are growing up, you’re focused on saving for their future. As they move into the next chapter of their lives, you start looking at what comes next for you. Having a strong plan for retirement—whether it’s five, 10, or 15 years away—means maximizing your savings and 401(k) and making your money work harder. You’ve already met so many of your goals along the way; retirement is simply the next step, and you want to be confident that you’re on the right track. Working with a trusted expert can help.
As a business professional, you’ve worked hard to excel in your entrepreneurial pursuits and create financial independence. Whether you’re moving toward a new chapter and looking to invest after the sale of a business or simply looking for advice on how to maximize your current earnings, you have a lot of important decisions on the horizon. Having professional guidance can make all the difference.
Life changes such as the loss of a loved one can be overwhelming. Not only are you dealing with your emotions and grief, but in many cases, you also need to learn how to manage your money alone, perhaps for the first time or the first time in a long while. Your inheritance will help take care of your needs, but handling a lump sum of money, particularly in the face of so much stress and change, can feel like an enormous responsibility. Getting support from a professional who understands this process can help.
When working with Balanced Wealth Management, you will have a relationship with your financial advisor built on trust, knowledgeable and professional advice, continual communication, and swift personal service.
By using a coaching model that helps our clients work confidently towards their goals, we put just as much stock in your feelings and motivations as we do in the market that shapes your portfolio. Your financial picture is never based on a paint-by-numbers template; it’s developed through a highly-customized process adapted to match your unique needs.