Balanced Financial Planning, Inc. Employee Directory

Q: What is Balanced Financial Planning, Inc. known for?

Balanced Financial Planning, Inc. was founded in 2004. Balanced Financial Planning, Inc. operates in the Financial Services industry.

Financial ServicesUnited States2-10 Employees

Balanced Financial Planning, Inc. (BFP) is a financial planning and Registered Investment Advisory firm headquartered in Overland Park, Kansas. The firm specializes in providing Fee-Only financial planning services and investment advice to women and families.

BFP advisors work solely for their clients: as Fee-Only advisors, all potential conflicts of interest regarding compensation are removed. Balanced Financial Planning follows a fiduciary standard and we act in your best interest at all times.

Clients have the flexibility to engage us on either a one-time, as-needed or an ongoing Retainer basis. Whether you are building assets for the future - or seeking to protect, enjoy and pass on those you already have - Balanced Financial Planning, Inc. can help you along the way.

To help you reach your important goals, our services include:
• Personal Financial Planning
• Financial Organization
• Retirement Planning Strategies
• Cash Flow Review and Planning
• Education Funding Advice
• Lump Sum Distribution and 401k Rollover Advice
• Social Security Benefit Analysis
• Pension Benefit Analysis
• Retirement Income and Withdrawal Strategies
• Life, Disability and Long Term Care Insurance Needs Analysis
• Retainer Services for Ongoing Assistance, Portfolio Management and Plan Implementation

Balanced Financial Planning, Inc. offers our Fee-Only services based on the time involved to deliver the services you have engaged us to complete. No commissions. No minimums.

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

Balanced Financial Planning, Inc. Global Highlights

North America
9

United States Of America
9

Balanced Financial Planning, Inc.'s Leadership

J. E. F.
President
Mobile Phone
Email
R. D.
President
Mobile Phone
Email
F. E.
Partner
Mobile Phone
Email
I. M.
Owner
Mobile Phone
Email
Y. C.
Partner
Mobile Phone
Email
M. C.
Client Relationship Manager
Mobile Phone
Email
R. D.
Senior Financial Advisor
Mobile Phone
Email
C. R.
Certified Financial Planner Tm
Mobile Phone
Email

Contact profiles from Balanced Financial Planning, Inc.

Name

Title

Contact Info

Location

Last Update

J. E. F.
President
Mobile Phone
Email
United StatesKansas
Nov 18, 2025
F. E.
Partner
Mobile Phone
Email
UNITED STATES
Jul 09, 2024
I. M.
Owner
Mobile Phone
Email
Oct 22, 2024
R. D.
President
Mobile Phone
Email
UNITED STATES
Jul 09, 2024
Y. C.
Partner
Mobile Phone
Email
Oct 22, 2024
M. C.
Client Relationship Manager
Mobile Phone
Email
Oct 27, 2025
R. D.
Senior Financial Advisor
Mobile Phone
Email
United StatesKansas
Sep 09, 2025
C. R.
Certified Financial Planner Tm
Mobile Phone
Email
United StatesTexas
Oct 19, 2025

Frequently Asked Questions

What is Balanced Financial Planning, Inc. known for?

Balanced Financial Planning, Inc. was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in Suite 223, Overland Park, KS 66202, US; 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?

Balanced 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?

Balanced Financial Planning, Inc. has approximately 4 employees as of November 2025. These team members are located across 1 continents, including North America.

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

As of November 2025, Balanced Financial Planning, Inc.'s key employees include:

President: J. E. F.
President: R. D.
Partner: F. E.
Owner: I. M.
Partner: Y. C.

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