Beyond Balanced is a fee-only, financial advising and investment management company. We focus on helping others become good stewards of wealth and guiding them through the implementation of a sound financial plan in a manageable manner. As a CERTIFIED FINANCIAL PLANNING professional, we offer a variety of services including hourly planning projects, comprehensive planning as well as investment management services.
Great experience working with Crystal! Very knowledgeable, easy to talk to, and always willing to take the time to explain things clearly. I really appreciate the help and would definitely recommend them.
April 2024
Crystal is so knowledgeable and easy to trust. She has helped my family with retirement, specifically, but I'm looking forward to having her support in all my future financial endeavors. So professional and an excellent educator; she's the best!
November 2021
Crystal is an excellent advisor. We came to her needing advice on everything from college planning to retirement accounts. Answered our questions and gave us all of the steps needed to move forward with a plan.
