Balance & Discipline

balance & discipline is driven by the simple mission of providing you with personalized and professional financial guidance that is tailored to your specific goals. by leveraging the power of technology, we are able to offer you lower rates than your typical financial advisor. this allows you to keep more of your money and ultimately reach your financial goals that much faster. even if you’ve never invested before, bd will guide you through your personal finance decisions with confidence and peace of mind. at bd, we are fiduciaries. that means we have a legal and ethical requirement to act in your best interest. we never offer advice until we take the time to understand your specific situation and goals. great financial planning begins with the end in mind, and we strive to deliver optimal guidance by developing a personalized action plan that will help you reach your dreams faster. take a look at a sample financial plan we customize and provide every client. ‍ no financial situation