I would enjoy the opportunity to partner with you on creating and implementing strategies that work toward your specific goals. Whether it's implementing a retirement plan or protecting the financial future of those you care about most, we will take the time to identify each goal and develop a strategy to address it
Our Process
01.
Initial Consultation
We start with a comprehensive review of your current personal and financial circumstances, vision, desires and concerns. This includes understanding your unique circumstances as an American living abroad, if applicable.
02.
Goals
During the initial consultation or as a separate appointment: identify and prioritize your goals while clarifying your desired timeline to facilitate subsequent analysis and planning.
03.
Analysis
Using advanced planning software and our expertise, we analyze your current and potential alternative courses of action.
04.
Creation
Develop personalized strategies to help you achieve your goals.
05.
Follow Up Consultation
Review the strategies and recommendations with you.
06.
Implementation
We work with you to implement your preferred strategies, coordinating with other professionals (attorneys, CPAs, etc.) as needed.
07.
Ongoing Monitoring
We regularly monitor, then update and review with you to continually adjust your strategies as your life circumstances and market conditions change.
Ongoing
Systematic Review
We use a 3-year meeting calendar (quarterly, trimester or semi-annual) to comprehensively review and update topics such as investments, insurance, taxes and estate planning with you.
Our Process
01.
Discovery Meeting
Initial Consultation - We start with a comprehensive review of your current personal and financial circumstances, vision, desires and concerns. This includes understanding your unique circumstances as an American living abroad, if applicable.
02.
Goals
Using advanced planning software and our expertise, we analyze your situation and develop personalized strategies to help you achieve your goals.
03.
Analysis
Using advanced planning software and our expertise, we analyze your current and potential alternative courses of action
04.
Ongoing Monitoring
Develop personalized strategies to help you achieve your goals.
05.
Review the strategies and recommendations with you
06.
Implementation
We work with you to implement your preferred strategies, coordinating with other professionals (attorneys, CPAs, etc.) as needed.
07.
Ongoing Monitoring
We regularly monitor, then update and review with you to continually adjust your strategies as your life circumstances and market conditions change.
08.
Ongoing Client Service Calendar
We work with you to implement your preferred strategies, coordinating with other professionals (attorneys, CPAs, etc.) as needed.
How We Meet
Given our global client base, we offer flexible meeting options:
• In-person meetings: Orange County, CA - San Francisco Bay Area, CA - other parts of the USA by arrangement.
• Video conferencing (Zoom)
• Phone consultations
• Hybrid arrangements for international clients with Zoom and phone, including in-person meetings only for client education in France or London and Cambridge, UK
What to Expect in Your First Meeting
During our initial consultation, we will:
• Review your current financial situation
• Discuss your short and long-term goals
• Identify potential gaps or concerns in your current
plan
• Explain how our services can benefit you
• Discuss our fee structure with complete transparency
• Answer any questions you may have
How We Meet
Given our global client base, we offer flexible meeting options:
• In-person meetings (Orange County, CA)
• Video conferencing (Zoom)
• Phone consultations
• Hybrid arrangements for international clients including Zoom and WhatsApp
What to Expect in Your First Meeting
During our initial consultation, we will:
• Review your current financial situation
• Discuss your short and long-term goals
• Identify potential gaps or concerns in your current
plan
• Explain how our services can benefit you
• Discuss our fee structure with complete transparency
• Answer any questions you may have
What Are Our Customers Saying ?
Feedback from our delighted clientele.
I can't thank [Your Company Name] enough for their unwavering support and expert guidance. When my husband and I faced a sudden financial crisis, we didn't know where to turn. They were there for us, day and night, helping us make sound decisions.
JANE DOE
I've been a client of [Your Company Name] for years, and I can confidently say they've transformed my financial outlook. Their 24/7 services have allowed me to seize investment opportunities at the right moment and navigate market turbulence with ease.
JANE DOE
About Our Firm
Balboa Wealth has been built on the belief that the best way to do business is on a one-on-one, personal basis in the communities where our clients live and work. That's true whether working with a serious, long-term individual investor or tailoring a retirement plan solution to a large business.
At Balboa Wealth, we have the resources to help you simplify the process and reduce costs while establishing a plan tailored to your individual needs that will provide benefits for years to come.
Balboa Wealth Partners is a registered investment advisor. Balboa Wealth provides investment advisory
and related services for clients nationally. Balboa Wealth will maintain all applicable registrations and
licenses required by the various states in which it conducts business. For additional information, please
visit our website at www.balboawealth.com
Important Disclosures
Gregory Day is a financial advisor with Balboa Wealth. Investment products and services are offered through our registered investment advisor platform.
This website is for informational purposes only and does not constitute a complete description of our services or performance. Past performance is not indicative of future results.
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