Rosemary has been a financial planner in practice for over 30 years. Prior to forming Balanced Financial Planning (BFP)...
01. About Us
We specialize in providing Fee-Only financial planning services and investment advice to individuals and families. We work solely for our clients. We follow a fiduciary standard and we act in our client’s best interest at all times.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
Make a plan based on your unique financial situation that seeks to protect your needs now, and that plans for the future.
How do you select investments for a client?
Before we recommend any investment, we consider the current economic conditions, the outlook for that asset class or type of security and how this investment fits within your portfolio given your objectives and tolerance for risk. For equity investments, we focus primarily on the philosophies, experience and track record of the management team. With fixed income investments, we look for the best yield available for a given quality of security and where on the yield curve to invest. As fiduciaries for our clients, we strive to obtain the most appropriate investment vehicles to meet your objectives, while being very conscious of total expenses and risk exposure.
Once my financial plan is completed, will our relationship end?
After the Initial Engagement that depends on you, but the majority of our clients choose to maintain an ongoing relationship either as an Hourly Client or as a Retainer Client. Because financial planning is a process, not an event, we offer ongoing services, periodic reviews and day-to-day consultation as requested or needed. Please visit the Services tab for more information on our services.
How would we get started?
The first step is an initial inquiry from you. Call us at (913) 677-1090 or go to the Book A Meeting here. We offer an initial no-cost, no-obligation Introduction Meeting, either in our office or by phone