Beyond Balanced Financial Planning

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Beyond Balanced Financial Planning is an independent, fee-only practice based in Midland, TX that is dedicated to helping young professionals and small business owners set and achieve their financial goals. We help our clients make smart, educated choices with their money using a planning-focused, holistic approach. Beyond Balanced simply means going beyond the balance sheet to live your life on your terms. We take the time to understand you, your situation, preferences, goals, and your personal money beliefs. There is no one-size-fits-all approach and we work together to design a plan tailored to your unique situation.