Balanced Wealth Management

Launchpad Onboarding

Five simple steps to finalize your personalized wealth management strategy — with live status, reminders and calendar invites handled for you.

Sign in to portal
Step 01

Account Openings

Pick the account types we establish and flag the assets you want transferred in.

Step 02

Manual Transfers

Book a 30-minute session for the transfers that must be completed manually.

Step 03

Annuity Application

E-sign the annuity application for the contract opening and any funding transfers.

Step 04

Advisory Agreement

Review and e-sign your investment advisory agreement and Form ADV Part 2.

Step 05

Implementation Meeting

Meet to implement portfolio and annuity selections and finalize your financial plan.

Strategic Roadmap

Income PlanSocial Security StrategyHealthcare Cost ProjectionEstate & Legacy PlanningInvestment SelectionTax Planning

Set at your implementation meeting alongside the final financial plan. Advisory services offered through Balanced Wealth Management, LLC.