# Balanced Life Planning

Balanced Life Planning is an Other based in Overland Park, United States.

## Overview

- **Organization type:** Other
- **Headquarters:** Overland Park, United States
- **Region:** North America
- **Address:** Overland Park, KS, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** balancedlifecenter.com
- **LinkedIn:** https://www.linkedin.com/company/timwithamcfp

## Regulatory record

- **CRD number:** 331877
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331877

## About

BALANCED LIFE PLANNING is a state-registered investment adviser with $10 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## People

- Jim Shagawat — Founder and President

## Questions

### How does Balanced Life Planning bill for its services?

Balanced Life Planning operates as a fee-only RIA, which means it does not earn commissions on product sales or insurance placements. Clients can engage the firm hourly for project-based financial planning, pay a retainer for ongoing planning support, or transition to an assets-under-management fee structure when portfolio implementation is needed. The AUM path historically uses Dimensional Fund Advisors strategies, and the firm has long described its investment philosophy as evidence-based and low-cost.

### What is Jim Shagawat's professional background beyond his own firm?

Shagawat has held a long-standing teaching role at the American College of Financial Services, where he instructs on retirement planning curriculum. He has also contributed to industry publications on post-divorce Social Security strategies and IRA beneficiary planning for surviving spouses. His practitioner background includes experience on the mediation side of divorce, giving him a perspective that blends financial planning with the procedural realities family-law litigants face.

### How does the firm handle investment management for clients who already have a broker or advisor?

Balanced Life Planning can engage on a planning-only basis, which means Shagawat will produce a financial plan and divorce-settlement analysis without requiring the client to move assets. This unbundled approach is common in high-conflict divorces where one spouse already has an existing advisory relationship or where a divorce attorney specifically requires an independent financial planner for settlement modeling. If the client later chooses to consolidate, the firm can transition from the planning engagement to a managed-account relationship.

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- [V Square Capital](https://altss.com/profile/v-square-capital)
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Last updated: 2026-06-03T20:00:00.000Z

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