Know someone who could use a second opinion?

I work with people who want to stop worrying about money—especially when it comes to retirement, taxes, and investments.

If someone you care about is unsure whether they’re doing the right things with their finances, I’d be happy to offer a second opinion.

OPTION 1

Just share the message below, or copy and forward it as an email or text:

Hey [Friend’s Name],

I wanted to introduce you to my financial planner, Corey Noyes. He’s been a huge help with everything from taxes to retirement planning. He’s not pushy—just super helpful and easy to talk to.

If you’re ever looking for a second opinion, here’s his link to book a free call:

https://balanced-capital.com/15-minute-meeting

OPTION 2

If you’d rather give me their info and have me reach out, that works too—just fill out the form below and I’ll reach out