https://www.ballasterfinancial.com/services daily 0.75 2021-10-25 https://www.ballasterfinancial.com/home daily 1.0 2024-06-03 https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1634945893413-RO5QIF4PYZZ55K2R7O6Z/Bloomberg-logo.png HOME https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635292383927-SB73DEB6MIRYIFQPOO1H/Fundfire.jpg HOME - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635405980171-K6YQWW73F6GH2CI41ZOZ/The-Wall-Street-Journal-logo.png HOME https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1634945874089-UMEN5YNAPP6I56CQ6ASY/barrons-logo-vector+B_W.png HOME https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635289445961-W3KNB0JD1M54KZVIK128/Screen+Shot+2021-10-26+at+7.02.49+PM.png HOME - I’D LIKE AN EXPERT TO HANDLE MY FINANCES While we admire the DIY’ers, studies* show that working with an advisor can provide up to 3% more in returns per annum through areas such as portfolio construction, rebalancing, tax-focused investing, and behavioral coaching. https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635289427448-XXX9FJ2ACR9IOKMA3C7C/Screen+Shot+2021-10-26+at+6.58.28+PM.png HOME - I APPRECIATE HAVING A PERSONAL ADVOCATE We don’t just throw you into an algorithm. We’ll create a holistic plan that’s tailored for you right now and tomorrow. We’ll be your financial advocate and coach year-round to make sure we’re on track to meet your financial goals. https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635289462868-W4G3QPLJQZNMQOKN0J1Q/Screen+Shot+2021-10-26+at+7.00.19+PM.png HOME - I VALUE MY TIME With the enormous amount of financial information and jargon out there, rest on our expertise to sift through the noise and apply strategies that will be most impactful to you — and get hours of your life back. https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/f7e8caf0-ba10-4b89-b670-a558a0360f4e/Profile.png HOME - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1634940850542-NYG7B7ZCF37MGY3C7PJL/Screen+Shot+2021-10-22+at+5.58.00+PM.png HOME https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1634941332517-JLC6VM9CLE4Q5V6VEM5M/Screen+Shot+2021-10-22+at+6.05.19+PM.png HOME https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635118800791-3QPI2IBIXPW1ZBJFOA2J/Screen+Shot+2021-10-24+at+7.38.26+PM.png HOME https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635119007137-QLZV1HTOMRYNDGA35FZ8/Screen+Shot+2021-10-24+at+7.41.32+PM.png HOME https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635119356315-4VD4U8G0UJO6X94DJDC7/Screen+Shot+2021-10-24+at+7.48.02+PM.png HOME https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635120894360-IJUMUW9TWKZICJX7VQ80/Screen+Shot+2021-10-24+at+8.13.48+PM.png HOME https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635290783603-KZ5U41IKOFPKSG698OZT/Screen+Shot+2021-10-26+at+7.20.35+PM.png HOME https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635290849379-1GS612JOFZ04YVZ1J4CZ/Screen+Shot+2021-10-26+at+7.25.06+PM.png HOME https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635291303392-F49IOF1CDWC235M00QQX/Screen+Shot+2021-10-26+at+7.32.36+PM.png HOME https://www.ballasterfinancial.com/about-jay daily 0.75 2024-08-28 https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1634943905188-8ZTC3J8I7VUWXQZCU5SJ/About+Jay.png ABOUT JAY - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.ballasterfinancial.com/about-our-services daily 0.75 2026-01-07 https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/134cc526-2e7c-45b1-983b-c6dcc1acad40/ISO+borderless+GAP.jpg ABOUT OUR SERVICES - Equity Compensation We'll demystify your Incentive Stock Options (ISOs), Non-qualified Stock Options (NSQO), Restricted Stock Units (RSUs), and Employee Stock Purchase Programs (ESPPs) to best frame decisions around vesting, exercising and divesting employer stock. We’ll also analyze your tax liabilities to help avoid unnecessary penalties and reduce surprises during filing time https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/b07ec4c3-caa1-457d-a66f-8248d3836151/FP+services.jpg ABOUT OUR SERVICES - Make it stand out Comprehensive Financial Planning As a CERTIFIED FINANCIAL PLANNER ™, we look forward to collaborating with you to construct a robust financial plan. We will take into account your current circumstances, aspirations, and life changes to build a plan that’s tailored fit for you. https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/a23feb88-c7d4-4993-85fe-bdac63723c98/FP+services.PNG ABOUT OUR SERVICES - Comprehensive Financial Planning As a CERTIFIED FINANCIAL PLANNER ™, we look forward to collaborating with you to construct a robust financial plan. We will take into account your current circumstances, aspirations, and life changes to build a plan that’s tailored fit for you. https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/9e8d7fdf-eb5c-4503-9bcd-11db3a8f93cc/unsplash-image-TM3cppK1epI.jpg ABOUT OUR SERVICES - Make it stand out Investment Management As a Chartered Financial Analyst® with extensive experience in financial modeling, market research, and portfolio construction, we are well-positioned to provide you with professional asset management services to meet your goals. Our investment philosophy is rooted in: An academic approach to portfolio construction Core allocation to low cost and tax-efficient strategies Satellite exposure to long term secular trends expected to outgrow GDP Diversification to protect against different market scenarios (e.g, inflation, higher interest rates) Investing with a long term view rather than trying to time the markets https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635478987531-W1UUNW7TLWZN8Y9VEGPI/unsplash-image-TM3cppK1epI.jpg ABOUT OUR SERVICES - Investment Management As a Chartered Financial Analyst® with extensive experience in financial modeling, market research, and portfolio construction, we are well-positioned to provide you with professional asset management services to meet your goals. Our investment philosophy is rooted in: An academic approach to portfolio construction Core allocation to low cost and tax-efficient strategies Satellite exposure to long term secular trends expected to outgrow GDP Diversification to protect against different market scenarios (e.g, inflation, higher interest rates) Investing with a long term view rather than trying to time the markets https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635480077679-5PDH5ZBSDCHR9IA3FCWF/WhattoExpect_3.png ABOUT OUR SERVICES - Make it stand out Moving forward, we work with you to implement and adjust your plan- whether driven by the market or personal circumstances. https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635479610350-IXSTSOZHVQQQMP4MD0O2/WhattoExpect_1.png ABOUT OUR SERVICES It’s all about you! We look forward to getting to know you, your current financial situation, and your goals. https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/e683bd35-051b-459c-8829-5f336bcfbd83/Building+your+plan.png ABOUT OUR SERVICES - Make it stand out We do the heavy lifting here. We’ll create and deliver a custom plan based on your financial situation and aspirations. https://www.ballasterfinancial.com/privacy-policy daily 0.75 2021-10-24 https://www.ballasterfinancial.com/contact-us daily 0.75 2022-02-22 https://www.ballasterfinancial.com/disclaimer daily 0.75 2023-05-16 https://www.ballasterfinancial.com/home-1 daily 0.75 2024-06-04 https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1634945874089-UMEN5YNAPP6I56CQ6ASY/barrons-logo-vector+B_W.png HOME (Copy) https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635405980171-K6YQWW73F6GH2CI41ZOZ/The-Wall-Street-Journal-logo.png HOME (Copy) https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1634945893413-RO5QIF4PYZZ55K2R7O6Z/Bloomberg-logo.png HOME (Copy) https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635292383927-SB73DEB6MIRYIFQPOO1H/Fundfire.jpg HOME (Copy) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635289427448-XXX9FJ2ACR9IOKMA3C7C/Screen+Shot+2021-10-26+at+6.58.28+PM.png HOME (Copy) - I APPRECIATE HAVING A PERSONAL ADVOCATE We don’t just throw you into an algorithm. We’ll create a holistic plan that’s tailored for you right now and tomorrow. We’ll be your financial advocate and coach year-round to make sure we’re on track to meet your financial goals. https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635289462868-W4G3QPLJQZNMQOKN0J1Q/Screen+Shot+2021-10-26+at+7.00.19+PM.png HOME (Copy) - I VALUE MY TIME With the enormous amount of financial information and jargon out there, rest on our expertise to sift through the noise and apply strategies that will be most impactful to you — and get hours of your life back. https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635289445961-W3KNB0JD1M54KZVIK128/Screen+Shot+2021-10-26+at+7.02.49+PM.png HOME (Copy) - I’D LIKE AN EXPERT TO HANDLE MY FINANCES While we admire the DIY’ers, studies* show that working with an advisor can provide up to 3% more in returns per annum through areas such as portfolio construction, rebalancing, tax-focused investing, and behavioral coaching. https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/f7e8caf0-ba10-4b89-b670-a558a0360f4e/Profile.png HOME (Copy) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635290849379-1GS612JOFZ04YVZ1J4CZ/Screen+Shot+2021-10-26+at+7.25.06+PM.png HOME (Copy) https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635290783603-KZ5U41IKOFPKSG698OZT/Screen+Shot+2021-10-26+at+7.20.35+PM.png HOME (Copy) https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635291303392-F49IOF1CDWC235M00QQX/Screen+Shot+2021-10-26+at+7.32.36+PM.png HOME (Copy) https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635118800791-3QPI2IBIXPW1ZBJFOA2J/Screen+Shot+2021-10-24+at+7.38.26+PM.png HOME (Copy) https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1634940850542-NYG7B7ZCF37MGY3C7PJL/Screen+Shot+2021-10-22+at+5.58.00+PM.png HOME (Copy) https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635120894360-IJUMUW9TWKZICJX7VQ80/Screen+Shot+2021-10-24+at+8.13.48+PM.png HOME (Copy) https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1634941332517-JLC6VM9CLE4Q5V6VEM5M/Screen+Shot+2021-10-22+at+6.05.19+PM.png HOME (Copy) https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635119007137-QLZV1HTOMRYNDGA35FZ8/Screen+Shot+2021-10-24+at+7.41.32+PM.png HOME (Copy) https://images.squarespace-cdn.com/content/v1/6169b2693853073e3f6bdcd0/1635119356315-4VD4U8G0UJO6X94DJDC7/Screen+Shot+2021-10-24+at+7.48.02+PM.png HOME (Copy) https://www.ballasterfinancial.com/contact-us-1 daily 0.75 2025-06-10