What causes the most stress in your life? Is it your business? Your relationships? Your health? According to the American Psychological Association, money is probably near the top of your list. It’s been this way since 2007 and doesn’t look like the trend is changing any time soon. In addition, the Organization for Economic Cooperation and Development found more than 40% of high-income Americans worry their children won’t achieve the same level of success they have. These concerns, coupled with market shifts and policy changes, mean your financial future will always be changing. And creating a financial plan that accounts for all of these possibilities? Sounds impossible.
Until now. At Balentine, the cornerstone of our business is helping people achieve their goals by showing them what’s possible, probable, and achievable. We’re taking that principle to the next level by rolling out the Balentine Blueprint™.
This state-of-the-art methodology simplifies your financial planning and provides direct insights into your investments, strategy, and overall portfolio. We’re taking what many see as an incredibly complex ecosystem and streamlining it, using tools that are both robust and user-friendly. Balentine Blueprint™ combines the insight of our seasoned advisory team with dynamic financial software so our clients can achieve their financial goals. No matter what life throws at you, you’ll be able to understand the changes and adjust accordingly with this financial planning approach.
Balentine Blueprint™ takes advantage of a powerful, cutting-edge technology platform designed for client use. You won’t be buried under piles of documents, records, and advice. Instead, you’ll see a straightforward, streamlined picture that encompasses your entire financial portfolio, from income to assets to liabilities. We want you to have a clear understanding of your finances so you feel confident making wealth management decisions.
But Balentine Blueprint™ isn’t just there to track your portfolio. It helps you uncover the best path to achieve your personal, business, and financial goals. Our adaptive approach gives you the ability to ask “What if?” and clearly see the potential results of a decision. We believe that visually experiencing the effect of a change allows our clients to better understand their options. It’s impossible to predict the future, but we want you to realize the possible impact of various events, like buying a house or selling your business. You might not be sure what's coming, but you’ll be prepared for any number of circumstances with Balentine Blueprint™.
There’s a human side to financial planning, and we didn’t forget about it. That’s why Balentine Blueprint™ incorporates ongoing dialogue with your team of advisors. Your attorney, CPA, and insurance advisor can provide feedback and make recommendations grounded in their areas of expertise. You’ll receive the know-how of our seasoned wealth management professionals, while gaining a deeper understanding of their recommendations and potential outcomes.
So, if you’re ready to take the stress out of your financial planning, Balentine Blueprint™ may be right for you. We’ve merged our decades of experience managing assets around the world with the latest, dynamic financial technology, all to give you the ability to visualize what’s possible. Discover how you can de-stress and begin to achieve your professional, financial, and personal goals with Balentine Blueprint™.