Choose the onboarding path.
Each tool creates a clearer first conversation. The comprehensive option combines everything into one signed package for Balance Wealth.
Submissions are encrypted in transit and routed to Balance Wealth’s secure Box environment as the source of record. Cloudflare stores only receipt metadata, not Social Security numbers, bank details, or full intake files.
Risk Profile
Pick from four Balance Wealth advisor models, walk through the 2008 stress test, and document the final risk fit.
- Advisor model selection
- 2008 reaction adjustment
- 23-year return summary
Monthly Budget
A monthly cashflow worksheet with live totals, planning targets, advisor notes, and signed submission.
- Income and expenses
- Savings and cashflow
- Typed signature
Personal Financial Statement
A focused net-worth snapshot covering assets, liabilities, ownership notes, and the planning context behind the numbers.
- Assets and liabilities
- Net worth calculation
- Advisor-ready notes
Let’s Do It All
One guided wizard for intake, risk, monthly budget summary, personal financial statement, and signature.
- Secure client intake
- Risk + budget + PFS
- One Box PDF package
Compliance note
This tool supports Balance Wealth’s SEC Reg S-P / GLBA safeguards workflow, but final compliance language, retention policy, incident response procedures, and service-provider oversight should be reviewed by the firm’s compliance lead before production use.