Harmony Health is a multi-lingual digital platform for health payers and community organizations to overcome systemic barriers to access medical care for the most vulnerable and hard to reach people in our communities.
Our vision is to remove the confusion and minimize the barriers that stand between people and actions that support better health and financial outcomes.
At Balanced Approach Wealth Management, we understand that every individual and couple has distinct financial goals and timelines.
We offer a comprehensive suite of financial services tailored to the needs of our clients. Whether you’re focused on financial planning, retirement planning, or going through a divorce, we are dedicated to providing strategies that empower you to pursue your financial goals.
Our wealth management services include:
- Asset Management (portfolio creation and management, including individual investment accounts, college education savings accounts, such as 529 plans, retirement account, etc.)
- Tax Planning
- Retirement Planning
- Divorce Financial Planning (analysis of proposed divorce settlements, division of real estate, investments, RSUs, stock options, pensions, and retirement plans, after-tax assets division scenarios, housing affordability assessment, child and spousal support planning, post-divorce planning)
- Comprehensive Financial Planning, including risk management and estate planning