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Insights

Niche focus Target women and families with fee-only fiduciary planning to emphasize conflict-free advice, positioning Balanced Financial Planning as a trusted partner for comprehensive, goal-oriented financial planning.

Service flexibility Leverage the retainer and one-time engagement model to upsell ongoing portfolio management and planning services to clients seeking structured, long-term financial guidance.

Small firm agility Highlight the advantages of a small firm with personalized service to compete against bigger RIAs by offering tailored strategies, quick responsiveness, and direct access to advisors.

Tech-enabled delivery Promote the robust tech stack and online capabilities to support remote planning, secure data handling, and scalable service delivery for busy households and dispersed clients.

Growth leverage Position as a growth-friendly acquisition or partnership target for larger firms seeking to expand footprint in Kansas or expand fee-only fiduciary services within mid-market segments.

Similar companies to Balanced Financial Planning, Inc.

Balanced Financial Planning, Inc. Tech Stack

Balanced Financial Planning, Inc. uses 8 technology products and services including html5media, Amazon Web Services, Drupal, and more. Explore Balanced Financial Planning, Inc.'s tech stack below.

  • html5media
    Audio, Video, Graphics
  • Amazon Web Services
    Cloud Hosting
  • Drupal
    Content Management System
  • Modernizr
    Javascript Libraries
  • Pikaday
    Javascript Libraries
  • Office 365
    Office Suites
  • GoDaddy
    Web Hosting
  • AddToAny
    Widgets

Balanced Financial Planning, Inc.'s Email Address Formats

Balanced Financial Planning, Inc. uses at least 2 email formats:
Balanced Financial Planning, Inc. Email FormatsExamplePercentage
First.Last@bfplanning.comJohn.Doe@bfplanning.com
50%
First@bfplanning.comJohn@bfplanning.com
50%

Frequently Asked Questions

What is Balanced Financial Planning, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Balanced Financial Planning, Inc.'s main corporate office by phone at
+1-913-677-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Balanced Financial Planning, Inc.'s official website and social media links?

Minus sign iconPlus sign iconBalanced Financial Planning, Inc.'s official website is bfplanning.com and has social profiles on LinkedIn.

How much revenue does Balanced Financial Planning, Inc. generate?

Minus sign iconPlus sign icon As of October 2026, Balanced Financial Planning, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Balanced Financial Planning, Inc.'s NAICS code?

Minus sign iconPlus sign iconBalanced Financial Planning, Inc.'s NAICS code is 52 - Finance and Insurance.

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

Minus sign iconPlus sign iconAs of October 2026, Balanced Financial Planning, Inc. has approximately 4 employees across 1 continents, including North America. Key team members include Owner: I. M., Partner: Y. C. and Client Relationship Manager: M. C. Explore Balanced Financial Planning, Inc.'s employee directory with LeadIQ.

What industry does Balanced Financial Planning, Inc. belong to?

Minus sign iconPlus sign iconBalanced Financial Planning, Inc. operates in the Financial Services industry.

What technology does Balanced Financial Planning, Inc. use?

Minus sign iconPlus sign iconBalanced Financial Planning, Inc.'s tech stack includes html5media, Amazon Web Services, Drupal, Modernizr, Pikaday, Office 365, GoDaddy and AddToAny.

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

Minus sign iconPlus sign iconBalanced Financial Planning, Inc.'s email format typically follows the pattern of First.Last@bfplanning.com. Find more Balanced Financial Planning, Inc. email formats with LeadIQ.

When was Balanced Financial Planning, Inc. founded?

Minus sign iconPlus sign iconBalanced Financial Planning, Inc. was founded in 2004.
Balanced Financial Planning, Inc. logo

Balanced Financial Planning, Inc.

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.

Section iconCompany Overview

Phone number
+1-913-677-****
Website
bfplanning.com
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Balanced Financial Planning, Inc.'s revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • Owner at Balanced Financial Planning, Inc.
    I. M.
    Owner
    Mobile Phone
  • Partner at Balanced Financial Planning, Inc.
    Y. C.
    Partner
    Mobile Phone
  • Client Relationship Manager at Balanced Financial Planning, Inc.
    M. C.
    Client Relationship Manager
    Mobile Phone

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