The Balanced Life

It is important to have balance in our lives.  What does balance look like?  Balance is different for each us.

 

Some tips:

  • Avoid overdoing things.  Whether it is work, hobby or an avocation, too much of a good thing may be a bad thing in the long run.
  • Balance is critical for our physical well being.  By learning to take care of our body, we will get the rest and relaxation we need.
  • Strive for a balance.  Each of us is able to find more work to do than we have time to accomplish.  Focus on quality of work and not quantity of work.

There are times in our lives where each of us is out of balance. Focusing on opportunities outside of our usual routine is one way to regain balance. 

Preparation is key to safely navigating your future

Paraklete® Financial, Inc. provides expertise in the following areas to individuals, businesses, not-for-profits, estates, and trusts.
  • Asset Protection
  • Business Succession Planning
  • Buy/Sell Consulting Services
  • Charitable Planning
  • Divorce Planning
  • Education Planning
  • Employee Benefit Planning
  • Estate Planning
  • Multi-Family Office Services
  • Investment Planning
  • Life Insurance
  • Qualified Plan Design
  • Retirement Planning
  • Risk Management
  • Roth IRA Conversion Analysis
  • Special Needs Planning
  • Stewardship
  • Stock Option Analysis and Planning
  • Tax Planning
We design and implement integrated financial planning strategies. The process is managed through a “Family Office” overlay involving all of the client’s advisers. Each of our clients receive a personal financial planning website with a document vault.

Our services are offered by individuals with the CPA/PFS designation.

  • Asset Protection
  • Business Succession Planning
  • Buy/Sell Consulting Services
  • Charitable Planning
  • Divorce Planning
  • Education Planning
  • Employee Benefit Planning
  • Estate Planning
  • Family Office Services
  • Investment Planning
  • Life Insurance Analysis
  • Qualified Plan Design
  • Retirement Planning
  • Risk Management
  • Roth IRA Conversion Analysis
  • Special Needs Planning
  • Stewardship
  • Stock Option Analysis and Planning
  • Tax Planning
We design and implement integrated financial planning strategies. The process is managed through a “Family Office” overlay involving all of the client’s advisers. Each of our clients receive a personal financial planning website with a document vault.

Our services are offered by individuals with the CPA/PFS designation.

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