Let's Get Started
At Simply Balanced Solutions, we want to make sure you are informed and at ease with the entire process.
It is all right here.... |
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1st Appt (in person/Zoom):
The purpose of the first appointment is simply to meet face to face, get to know one another and determine if working together would be a good fit. At this appointment we want you to ask questions, voice concerns, and share your needs. . . you will not be asked to decide anything at this meeting. |
2nd Appt (phone call):
The primary purpose of this call is to first answer any additional questions. The second purpose is to talk about whether we agree that there is a good fit and the best way to proceed. There is absolutely no charge for the 1st or 2nd appointments. We want to make sure everyone is well informed and at ease before we begin to gather any personal information or charge any fees.
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3rd Appt (in person/Zoom):
The purpose is to begin to gather information and begin the Start up process. |
Get in Touch With Us
Please note: All information will not be shared for any reason. Confidentiality is paramount.
"Life is like riding a bicycle. To keep your balance, you must keep moving”
- Albert Einstein
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When you simply want it done.
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Simply Balanced Solutions is equipped to handle all of your daily cash management needs. We take care of all your day to day financial duties, so you can get back to doing what is important to you. We start by collecting your mail and determine which bills to pay. To do this, Simply Balanced Solutions will set up an escrow account (bill pay account) from which only your bills are paid. We routinely pay your recurring bills and identify irregularities.
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Complete Cash Management
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