Balancing Life Financial Planning

Balancing Life Financial Planning, located at 900 East Katella Avenue in Orange, California, is dedicated to making financial planning simple for every stage of your life and your family's lives. Our experienced team of financial guides will work with you to create a personalized financial plan tailored to your unique circumstances, goals, values, risk tolerance, and time frame.

We offer two ongoing engagement service packages - Quick Start Wealth Management and Comprehensive Wealth Management, both of which include investment management. Our services include reviewing your goals and objectives to ensure you are on track, as well as providing proactive service to help you reach those goals.

If you prefer to tackle specific financial challenges, we also offer project-based services for a nominal fee. Our services include analyzing your income and expenses, setting short and mid-term goals, preparing for retirement, reviewing your investments, ensuring you have adequate insurance coverage, minimizing taxes, maximizing charitable donations, saving for education expenses, and creating a budget for unexpected expenses.

At Balancing Life Financial Planning, we are committed to helping you achieve financial stability and security at every stage of your life. Contact us today to get started on your personalized financial plan.