Mission: To empower individuals and families to achieve financial peace of mind by creating personalized plans that balance life today with planning for the future.
Who We Are
Balance Financial Planning, LLC is a fee-only financial planning firm serving individuals, families, and small businesses in the Oakland, CA area. Founded by Cheryl Vesely, a Certified Financial Planner (CFP), we prioritize clear communication, transparency, and collaboration in our client relationships.
Our Services
Our comprehensive services cover every facet of financial planning, including:
Financial Planning
- Retirement planning
- College savings planning
- Goal planning and budgeting
- Investment planning
- Retirement account review and optimization
- Estate planning and insurance review
Investing
- Low-cost index fund and ETF-based portfolio construction
- Personalized risk assessment and asset allocation
- Ongoing portfolio review and rebalancing
Cash Flow Planning
- Comprehensive analysis of income and expenses
- Budgeting and expense tracking strategies
- Cash flow projections and planning for major life events
- Debt management and financial wellness solutions
Our Approach
We believe in a collaborative approach to financial planning, working closely with you to:
- Understand your unique financial goals and priorities
- Develop personalized plans based on your individual circumstances
- Implement strategies and track your progress
- Provide ongoing support and guidance
Our Commitment
- Fee-Only: We receive no commissions or fees for recommending products or investments. Our fees are transparent and based solely on the services we provide.
- Fiduciary Responsibility: We prioritize your interests and act with utmost care and diligence in all our financial planning endeavors.
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