About Balance Financial
Balance Financial is a financial planning service provided by Shawna McCrea. It offers personalized strategies for individuals and families to achieve financial goals, focusing on investment, retirement, risk management, and legacy planning.
Balance Financial is a financial planning service led by experienced financial planner Shawna McCrea. It is not a software product, but rather a professional service aimed at individuals and families seeking to manage their finances and plan for the future. The service covers a wide range of financial topics, including cash flow management, debt, retirement planning, investment strategies, risk management through insurance, and legacy planning. The approach is client-focused, building personalized strategies based on individual needs and goals. The official website provides contact information for consultations and lists various financial tools and resources, primarily linking to third-party providers like Manulife. There is no mention of a proprietary software product named 'Balance Pro'.
Pros & Cons
- Offers personalized financial planning tailored to individual client needs.
- Covers a comprehensive range of financial topics from budgeting to estate planning.
- Led by a financial planner with extensive industry experience.
- This is a professional service, not a self-serve software product.
- Pricing for services is not publicly available and requires direct contact.
- The tools listed on the website are primarily links to third-party calculators and applications.
Features
Key features
Develops custom strategies for financial goals and long-term security.
Provides advice on wealth accumulation, including TFSAs, RRSPs, and RRIFs.
Helps clients navigate decisions for their retirement.
Offers guidance on insurance, including life, disability, and critical illness.
Assists with wills, philanthropy, and family financial conversations.
Additional features
Provides guidance on managing day-to-day finances.
Offers strategies for handling debt.
Incorporates tax planning into financial strategies.
Covers health, travel, term, and permanent life insurance.
Offers benefit plan solutions for small businesses.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About Balance Financial
Balance Financial is a financial planning service provided by Shawna McCrea. It offers personalized strategies for individuals and families to achieve financial goals, focusing on investment, retirement, risk management, and legacy planning.
Balance Financial Details
Balance Financial's In-App Market Place
Does Balance Financial have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
CAD
Pros & Cons
- Offers personalized financial planning tailored to individual client needs.
- Covers a comprehensive range of financial topics from budgeting to estate planning.
- Led by a financial planner with extensive industry experience.
- This is a professional service, not a self-serve software product.
- Pricing for services is not publicly available and requires direct contact.
- The tools listed on the website are primarily links to third-party calculators and applications.
Balance Financial's Support Options
Email Address
[email protected]Contact
(250)718-7356Balance Financial's Alternatives
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