Jo Ellen  Fritz

Jo Ellen Fritz

| CFP®

Balanced Financial Planning

Fee-Only Financial Planner serving the Overland Park, KS area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Our Other NAPFA Members

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6701 W 64th St
Ste 100
Overland Park, KS

Jo Ellen Fritz is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Jo Ellen Fritz  has been a financial services professional for over 25 years. Prior to joining Balanced Financial Planning (BFP) in 2004, Jo Ellen served as a financial planner with Garrett Financial Planning and was a Vice President with First Mortgage Investment Company in Shawnee, Kansas.  She has also worked in various capacities within the mortgage and student loan industries. Jo Ellen became a partner and principal owner of Balanced Financial Planning, Inc. in 2005.

Jo Ellen completed a rigorous, two-year training and testing program designed by the College for Financial Planning in Denver, Colorado. She received authorization to utilize the CFP® mark of distinction after receiving her CERTIFIED FINANCIAL PLANNER™ certification from the CFP® Board of Standards.  She holds a B.A. in Business Administration from the University of Kansas and completed graduate course work geared toward an M.B.A. in Finance through the University of Missouri in Kansas City. She is a member of both the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).

Jo Ellen has worked primarily with middle-income clients over the past decade. She has also focused on the planning needs of women who are single, widowed or divorced.