FINANCIAL PLANNING
FOR
THE WASATCH BACK
THE WAY FINANCIAL PLANNING SHOULD BE
RELATABLE
I’ll never give my clients any advice that I don’t personally follow myself
FLEXIBLE
Because I can work entirely virtually, we meet when, and where it’s convenient for you
PAPERLESS
I use the latest software to create a completely paperless client experience
LOCAL
Balanced Capital is located in Heber City, and not part of a big national firm.
TWO-THIRDS OF AMERICANS
DON’T TRUST FINANCIAL ADVISORS
“I DON’T BLAME THEM.”
TRANSPARENCY AT THE CORE
NO CONFLICTS OF INTEREST
I don’t make money by
selling investment products.
So there are never conflicts.
FIDUCIARY
I have structured the business
so that I am personally liable
if I give you bad advice
SIMPLE PRICING
No hidden fees. My clients
know exactly what they pay.
I think it’s only fair
