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Balanced Financial Planning, Inc. Employee Directory

Financial ServicesKansas, United States2-10 Employees

Balanced Financial Planning, Inc. is a financial planning and Registered Investment Advisor firm based in Overland Park, Kansas. The firm provides fee-only financial planning and investment guidance aimed at women and families, with no commissions and no minimums, eliminating compensation conflicts. It operates under a fiduciary standard, intending to act in clients' best interests at all times.

Clients may engage the firm for a one-time project, as-needed support, or ongoing assistance through a retainer arrangement. Its service offerings include personal financial planning, retirement planning, cash flow planning, education funding guidance, Social Security benefit analysis, pension benefit analysis, retirement income strategies, insurance needs assessment, and ongoing plan implementation and portfolio management.

Find Balanced Financial Planning, Inc. employees' phone numbers or email addresses

Balanced Financial Planning, Inc. Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Balanced Financial Planning, Inc.'s Leadership

  • Stylized image of a person
    I. M.
    Owner
    Mobile Phone
  • Stylized image of a person
    Y. C.
    Partner
    Mobile Phone
  • Stylized image of a person
    M. C.
    Client Relationship Manager
    Mobile Phone

Balanced Financial Planning, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Entrepreneurship
  • Accounting
  • Administrative
  • Other

Contact profiles from Balanced Financial Planning, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    I. M.
    Owner
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    Y. C.
    Partner
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    M. C.
    Client Relationship Manager
    Mobile Phone
    May 30, 2026

Frequently Asked Questions

What is Balanced Financial Planning, Inc. known for?

Minus sign iconPlus sign iconBalanced Financial Planning, Inc. was founded in 2004 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-913-677-****
. Explore Balanced Financial Planning, Inc.'s company overview page for more information.

What is Balanced Financial Planning, Inc.'s most common email format?

Minus sign iconPlus sign iconBalanced Financial Planning, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Balanced Financial Planning, Inc. email formats with LeadIQ.

How many employees does Balanced Financial Planning, Inc. have currently?

Minus sign iconPlus sign iconBalanced Financial Planning, Inc. has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Balanced Financial Planning, Inc.'s key employees and leadership?

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As of July 2026, Balanced Financial Planning, Inc.'s key employees include:

  • Owner: I. M.
  • Partner: Y. C.
  • Client Relationship Manager: M. C.

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