Broker Check

Lead With Planning

January 09, 2024

At Balanced Financial Concepts (BFC), Gautam and his team of five client service and administrative associates prioritize providing tailored financial advice to help individuals and families navigate their finances in a clear and understandable way.

Gautam believes in leading with planning, which creates a structure around every aspect of the firm’s and client’s work together. With a written, defined plan that includes long-term planning, debt reduction, and retirement timelines, the annual and periodic reviews focus on this plan.

Using the tool AdviceWorks®, clients can view all their accounts, including those outside of BFC, in one place. After meeting with Gautam, clients set goals, establish timelines, and create a roadmap. All decisions are based on this plan, which involves an upfront fee but also offers planning and advice on a subscription basis. The subscription services are tiered so that clients who prefer to implement the plan themselves or those who have most of their assets in employer retirement accounts can still benefit from the process.

Gautam and his team have gained recognition for this innovative model, including an article published by the Cetera Wealth Management team. Take a moment to read the article here.

To learn more about fee-based planning, contact the office to schedule a consultation.