nBalance Financial is a retirement planning and financial wellness firm. The nBalance approach combines financial therapy and employee benefit programs to achieve financial empowerment.
Financial Therapy vs. Financial Education
Financial education is one approach, but not the only one. Our approach addresses the economic, behavioral, psychological, relational, and external factors that impact financial health. We use a therapeutic approach to help improve an individual’s financial health.
Financial education is one approach, but not the only one. Our approach addresses the economic, behavioral, psychological, relational, and external factors that impact financial health. We use a therapeutic approach to help improve an individual’s financial health.
The nBalance Approach
Financial education tools and resources within a retirement plan are underutilized. Individuals need help with financial decisions, not a new version of a retirement calculator. The nBalance Financial approach is to understand the cause of financial distress, understand the desired successful outcome from the perspective of the consumer, develop a plan of action to correct areas of concern, and follow up to monitor behavior changes.
Financial education tools and resources within a retirement plan are underutilized. Individuals need help with financial decisions, not a new version of a retirement calculator. The nBalance Financial approach is to understand the cause of financial distress, understand the desired successful outcome from the perspective of the consumer, develop a plan of action to correct areas of concern, and follow up to monitor behavior changes.
Made with nBalance Financial
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nBalance Financial
Boston, MA Toll free: (866) 218-1041 Direct: (617) 600-7167 |
This information should not be considered tax or investment advice. Please consult your tax or financial advisor regarding your particular circumstances before making any investment decisions. nBalance representatives are not tax advisors.
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