Services Are Confidential
Your money and your success is your own which is why you won’t see reviews on our website.
Documents and session notes shared between you and Balance And Grow, LLC are stored in a secure, HIPAA compliant platform (also used by healthcare professionals).
Success Is Up To You
​Balance And Grow works with you to develop a path for you to reach your financial goals and gain control over your money. Changing spending patterns and changing your mindset from spending to saving takes hard work. At the end of the day, you choose the steps to take.
An Outside Perspective
When you’re in a situation that has many emotions and sentiments, it can be difficult to take a step back and truly understand what is happening and why. Having access to a financial coach who can show you the realities of your current financial situation and show you your financial potential is invaluable.
Services
Foundational
Financial Coaching
Our Financial Coaching sessions offer personalized guidance to help you understand your financial situation, set achievable goals, and build a clear path forward. In your initial appointment, we’ll assess your current finances and develop a tailored plan based on your unique needs. Follow-up sessions provide ongoing support, including progress reviews, goal adjustments, and plan refinements to ensure you stay on track toward your financial objectives.
Foundational
Financial Education
Our Financial Education services are designed to empower individuals with the knowledge and tools needed to build a strong financial foundation. Whether you're just starting out or looking to deepen your understanding, we offer personalized coaching to help you create a budget, develop healthy financial habits, and set meaningful goals. From basic financial literacy to tailored one-on-one guidance, we’re here to support your journey toward financial confidence and independence.