About Us
Balanced Financial Planning, Inc. (BFP) is a financial planning and Registered Investment Advisory firm headquartered in Overland Park, Kansas. The firm specializes in providing Fee-Only financial planning services and investment advice to individuals and families. BFP advisors work solely for their clients: as Fee-Only advisors, all potential conflicts of interest regarding compensation are removed.
Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis. Remember, you don't have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future - or seeking to protect, enjoy and pass on those you already have - Balanced Financial Planning, Inc. can help you along the way.
To help you reach your important goals, our services include:
- Personal Financial Planning
- Retirement Planning Strategies
- Cash Flow Review and Planning Strategies
- Education Funding Advice
- Stock Option Advice
- Lump Sum Distribution Advice
- Retainer services for Ongoing Assistance, Portfolio Management and/or Plan Implementation
- Life and Disability Insurance Needs Analysis
Balanced Financial Planning, Inc. we offer our Fee-Only services based on the time involved to deliver the services you have engaged us to complete. No commissions. To find out more information please visit FAQ and Fees.
Our Mission Statement
We take a long-term view as we build our firm around these core values:
- Focus - our focus is on standards and disciplines required to deliver excellent client service.
- Trust - we develop long-term relationship with our clients built on an experience of trust.
- Empowerment - we empower our clients to make educated choices that will help them realize their financial goals and lead the life they chose.
- Transparency - we will always deliver our services to the client with full disclosure. There is never a hidden agenda or motivation behind the services and recommendations we make. We will always respond with clear and concise answers to any questions in the delivery of the services we provide to our clients.
- Teamwork - we work together as a team to provide clients with service that fully utilizes our diverse professional and life experiences.
- Balance - we know that in order to provide excellent client service we need to have a healthy balance in the commitments to our clients, families and the communities in which we live and work.
These values are in fact more than a corporate mission. They symbolize a way of life that permeates every aspect of our firm and the way we do business.
Introduction Meeting
Balanced Financial Planning, Inc. offers an "Introduction Meeting" at which we will discuss your current financial situation, objectives and concerns. It is an opportunity for us to exchange information and for you to determine, at no charge, if we are the right financial planning firm for you. After the Introduction Meeting we will present you with a fee quote for providing our financial planning service. This first meeting will last anywhere from 30 minutes to an hour and this meeting does not obligate you to retain our services. For Introduction Meetings, appointments are scheduled based on availability during the hours of 9:30 am and 4:00 pm, Monday through Thursday.
If you are interested in setting up an Introduction Meeting we ask you to go the Forms page of our web site to download the Confidential Questionnaire. We require that you bring the completed Questionnaire to the GA meeting; this will make our meeting time more productive and allow us to give you a firm fee quote for our services.
If you would like to schedule an Introduction Meeting please feel free to call our office at (913) 677-1090. We look forward to hearing from you.