Balance
& Discipline

Financial Advice. Simplified.

We help you make better financial decisions with time-tested guidance from a trusted advisor.

Schedule Now

OUR PHILOSOPHY

Your money matters. Balance & Discipline is driven by the simple mission of providing you with personalized and professional financial guidance that is tailored to your specific goals. By leveraging the power of technology, we are able to offer you lower rates than your typical financial advisor. This allows you to keep more of your money and ultimately reach your financial goals that much faster. Even if you’ve never invested before, BD will guide you through your personal finance decisions with confidence and peace of mind.

WHAT WE DO

At BD, we are fiduciaries. That means we have a legal and ethical requirement to act in your best interest. We never offer advice until we take the time to understand your specific situation and goals. Great financial planning begins with the end in mind, and we strive to deliver optimal guidance by developing a personalized action plan that will help you reach your dreams faster. Take a look at a sample financial plan we customize and provide every client.

No financial situation is too small or too complex. Whether you’re trying to decide which retirement account is right for you, how much you should be saving, or simply wondering what you should be doing differently to achieve your financial goals, BD is ready to listen and guide you through every step. Every client receives comprehensive financial planning which generally includes:

  • Holistic Financial Planning
  • Retirement Projections
  • Legacy Planning
  • Real Estate Reviews
  • Employer Benefits Analysis
  • Charitable Giving Planning
  • Debt Management
  • Cashflow & Budgeting
  • Investment Consulting
  • Insurance Analysis
  • Taxation Planning
  • And much more

HOW THIS WORKS

Expensive investment management, confusing insurance products, and complex financial plans are not for everyone. Sometimes, all you need is a proven financial expert who provides guidance and confidence in one thorough and personalized engagement. At BD, we embrace modern technology. Our consultations are virtual, so you can connect from the comfort of your home and eliminate unnecessary travel time and hassle. We’ve made the process as easy as possible. Simply schedule your consultation, send in all relevant information, and engage in a great conversation with your own dedicated CFP® professional.

1

SCHEDULE

Use our simple and secure scheduling application to electronically sign the agreement, pick a date and time, fill out a short form, and pay with any major credit card.

2

PREP

You will be provided a link to securely upload any documents or information to your advisor. Email communication between you and your advisor should also be expected.

3

CONSULT

Your advisor will call you at the scheduled time and guide you through your custom financial plan and goals. You will have 30 days after the call to correspond with the advisor as needed.

WHY CHOOSE US?

  • Invest Anywhere
    With complete freedom.
  • No Minimums
    On net worth or income.
  • Expert Fiduciary With a highly qualified CFP® professional.

SATISFACTION
GUARANTEE

  • Tailored Advice
    For your specific situation.
  • Strict Security
    For your privacy and comfort.
  • One-Time Fee
    Transparent and reasonable.

SECURE
INFORMATION

  • No Pressure
    No sales. No judgement.
  • Unmatched Availability
    Even on evenings and weekends.
  • Satisfying Service
    Or your money back.

SCHEDULE
FLEXIBILITY

AFFORDABLE ADVICE

Why spend several hundred or even thousands of dollars on an expensive financial advisor that charges a substantial fee? With a one-time low payment, BD strives to give everyone affordable access to exceptional financial advice. Unlike the industry norm, we strongly believe in full transparency. That is why BD doesn't hide our fee. We are so certain of our service quality, that we will fully refund your fee if you are not completely satisfied.

It takes balance and discipline to achieve your financial goals. Let’s take the next step together.

$299

One-Time Fee

Schedule Now

You can pay with any major credit card when you schedule. Payment service provided by a third party. Balance & Discipline never has access to your private payment information. Please note that your payment must be completed before service can be provided.

Questions?

Feel free to reach out to.

You are responsible for ensuring that all of your submitted information is accurate. You are solely responsible for implementing any and all action items recommended by your advisor. Advice provided may be based on information provided by you prior to a call with the advisor, in addition to information provided to the advisor during a call. Balance & Discipline is not responsible for reconciling any conflicting information you provide. Balance & Discipline’s advice may rely on third party tools, in addition to tools maintained by Balance & Discipline.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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