Financial Planning & Consulting

Balanced Rock uses a comprehensive approach to financial planning. We take all of your financial needs into consideration so that each area of your financial plan works together to meet your goals smoothly and efficiently. Looking for help allocating your retirement account? Saving for a child’s education? Planning your estate? Balanced Rock can help with these life events and more.

First, we perform an analysis of your current financial plan and investments. Then, we provide portfolio allocation and investment recommendations consistent with your risk tolerance and return requirements. This puts you in the best position possible for meeting your financial goals. Advisors at Balanced Rock also provide guidance and assistance with unique decisions, opportunities, and circumstances that may require financial expertise. 

Our financial planning and consulting services are offered on an hourly or fixed-fee per engagement basis. See our Fee Schedule.

Learn more about How We Invest and the other Services we offer.