Confidential Questionnaire

If you are interested in meeting with us for a no cost, no obligation Introduction Meeting, please contact our office at 913-677-1090 or our toll free number at 866-677-1090 to schedule the appointment. To make our time together more productive we require that you download the Confidential Questionnaire and bring the complete questionnaire with you for the Introduction Meeting.

Download Questionnaire (PDF)

If you should have problems downloading the questionnaire please contact our office and we will be happy to fax, email or mail the questionnaire to you.

If you will be teleconferencing with us for your Introduction Meeting will you, please:

  • Keep a copy of your completed form

  • Fax the completed form to us: 877-677-3090

  • Or you can mail the form to us at the address listed below.
    Please mail the completed form at least 5 business days prior
    to your scheduled teleconferenced     Introduction Meeting.

Balanced Financial Planning, Inc.
6701 W. 64th Street, Suite 100
Overland Park, KS 66202-4091

Phone: 913-677-1090
Fax: 877-677-3090
Toll Free: 866-677-1090