Beyond Balanced Financial Planning was founded to deliver real financial planning to regular people through a service model that actually makes sense. We serve families that seek to build healthier, more fulfilled lives by taking a values-based approach to building wealth. Financial independence is the goal so our clients can live life on their terms.

We believe how you spend your time is more important than how you spend your money.

True wealth comes from spending your time in a way that is aligned with what is most important to you. No amount of money will replace the moments you miss with your kids or loved ones.

You will talk about your unique adventures for years to come because of the joy they brought. The other “stuff” is just forgotten about.

We believe experiences outweigh the (mostly) unnecessary things you buy. Don’t let mindless spending slow you down.

Giving can take many forms: your time, your resources, your support, etc.

We believe giving not only feels good but many of us are driven to give for reasons beyond our own financial benefit. We’ll help you set up a strategy so you can give to the organizations that are most important to you.