Beyond Balanced Financial Planning, located in Midland, TX, is a fee-only fiduciary financial planning firm founded to provide real financial planning services to families seeking to build healthier, more fulfilled lives through a values-based approach to building wealth. The firm, led by Certified Financial Planner Crystal Rau, offers modern technology solutions, convenient meeting options, and affordable monthly subscription fees to help clients achieve financial independence and live life on their own terms.
Specializing in financial planning, investment management, and services for small business owners, Beyond Balanced Financial Planning emphasizes the importance of true wealth derived from experiences and giving back to others. With a focus on personalized, dynamic financial plans tailored to each client's unique situation, the firm aims to empower individuals to make smarter money decisions and achieve their financial goals while prioritizing what truly matters in life.
Generated from the website