Living Your Best Financial Life Begins with Your Relationship with Your Money.

We approach financial planning as a collaborative process that takes you through the following steps:

  1. Clarify the purpose of your money

  2. Align your values with your wealth

  3. Assess your resources and assets

  4. Actively discuss your options and opportunities

Your plan will be flexible and adaptable to your life, reflecting the milestones you will achieve and the challenges you will face.  As our relationship continues, we will monitor and update your financial plan to serve your changing needs.  

Once your plan is clearly laid out, the next step is to ensure your investment strategy coordinates with that plan and is created according to your unique life.

A Different Approach to Financial Planning

Smiling family at home representing personalized financial planning strategies and a holistic approach to building balance in Los Angeles.

“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.”

— Paul Samuelson (May 15, 1915 – December 13, 2009), American economist, the first American to win the Nobel Memorial Prize in Economic Sciences

Woman meditating on the beach symbolizing mindful investing and balanced financial decision-making for long-term peace of mind.

Creating your financial plan and investment strategy is just the beginning. To remain proactive, our process continuously plans for the expected and prepares you for the unexpected.

Our balanced investment process will explore the importance of the following elements in your wealth strategy:

  1. Impact - Family, Community, Legacy

  2. Life - Wellness, Comfort, Values/Causes, Transitions

  3. Goals - Retirement, Health, Charity, Education

  4. Money - Asset Selection/Location, Tax Minimization, Income Generation

Once we discuss your beliefs about money and its purpose in your life, we’ll build a balanced strategy employing evidence-driven investing that aligns with your future goals.

Evidence-driven investing is backed by more than 80 years of peer-reviewed financial research and market studies. Its approach is rooted in smart diversification, low investment costs, and minimizing risks.

After the initial strategy is put in place, we work continuously to ensure your investment portfolio is finely tuned through active monitoring, rebalancing, and optimization when necessary.

Investing That Reflects Your Priorities

Professional woman having a confident financial conversation, representing values-aligned investing and personalized wealth management.

Pricing

All engagements have a minimum annual fee based on the complexity of your situation. Your fee includes financial planning and investment management up to a set asset threshold.

Annual fees typically begin at $5,000 for individuals and $7,000 for couples, with higher minimums for more complex situations.

For example, a $9,000 annual fee includes financial planning and investment management on assets up to $740,000. If your assets exceed that threshold, your fee transitions to the asset-based schedule outlined below.

Transparent asset management fee schedule at Good Balance Financial Planning in Los Angeles

Many clients start with financial planning only. There is no requirement to bring your investments on board until it feels right for you.

Get Started

Commonly Asked Questions

  • We work primarily with women and couples who are navigating complexity in their financial lives.

    This often includes professionals such as attorneys, executives, and business owners, as well as individuals going through transitions such as inheritance, divorce, or preparing for retirement.

  • No. Many clients begin with financial planning only. As we build your plan, we will also discuss how your investments fit into the overall strategy.

    Over time, most clients choose to have their investments managed as part of the relationship so everything can be coordinated and aligned.

  • The first meeting is a conversation.

    We will talk about what is on your mind, what you would like help with, and whether working together feels like a good fit.

  • Financial planning is comprehensive and tailored to your situation.

    This typically includes cash flow planning, investment strategy, tax planning, retirement projections, and guidance around major decisions so everything works together to support your goals.

  • If you are looking for thoughtful, ongoing guidance and want a clearer understanding of how all aspects of your financial life work together, this is often a good fit.

    Many clients come in feeling organized in some areas and uncertain in others. The goal is to bring everything into alignment so you can move forward with confidence.

  • Yes. As a fiduciary, I am legally and ethically required to act in your best interest at all times.

    This means the advice you receive is based on what is best for you, not influenced by commissions or outside incentives.

  • No. I am a fee-only advisor, which means I do not receive commissions or sell products.

    This allows the advice you receive to remain objective and fully aligned with your goals.