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Getting Started

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At Simply Balanced Solutions, we want to make sure you
are informed and at ease with the entire process.


So, it is all right here....

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Our Process

1st Appointment (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.

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2nd Appointment (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 Appointment (in person/Zoom):
The purpose is to begin to gather information and begin the Start up process.

details about our process

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Our Fees

Our fees are straightforward. 

We bill hourly and only for time spent on your accounts. 

details about our fees

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