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.
Welcome to Balanced Capital
Most people are doing a lot of things right—but still feel uncertain about their money.
Maybe you’re wondering if you’re paying too much in taxes, if your investments are actually working together, or if you’ve missed something big without realizing it. That’s where I come in.
I take a full-picture approach—investments, taxes, retirement, insurance, estate planning—because all of it matters. And I explain it in a way that makes sense, without the sales pitch or industry jargon.
If you’re ready to stop worrying about money and want a plan that actually fits your life, I’d love to talk.
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
YOU’RE PROBABLE DOING MOST THINGS RIGHT
But a few small inefficiencies are likely compounding over time.
When I take a first look at someones finances, I usually find a handful of small issues that
quietly cost money over time
Nothing dramatic - just small things that have been overlooked
No sales pitch. Just a quick look at what typically gets missed.
