Client Testimonials

Balanced Growth has been honored to serve the consulting needs of Catholic Financial Life since 2018. Hear from the President and CEO John Borgen about his experience working with Balanced Growth.

“Two words that come to mind when I think of them are thoughtful and thorough.”

John Borgen, President and CEO of Catholic Financial Life

Andres Schanzer, MD

“Working with Balanced Growth as our strategic planning retreat facilitator was seamless and rewarding. Jason and his team kept us laser focused on our mission and pushed us to achieve more while making sure that everyone on our team felt valued and was heard.”

Jerry Lyphout, President and CEO

“Validating your business strategy and aligning it with your resources, infrastructure, budget, and timeline is essential to increase your probability for success. Balanced Growth has assisted Modern Woodmen with this validation process on multiple occasions to allow Modern Woodmen to successfully execute and carry their vision forward.”

Dave Keith, CEO

“Balanced Growth shines with their willingness to go in-depth, understand a problem, and find a solution. I trust Balanced Growth and I have a high level of confidence that we will get the results we need.”

Elna Masuda, MD, Past President

“Through the talents and resolution of Balanced Growth, we pulled through a difficult transition and emerged as a viable, growing, and healthy professional medical society. BG was instrumental in helping us build our current hybrid administrative model. Up to this point, there were almost no similarly structured operating models in the United States.”

William W. Hunt, Chief Executive Officer

“Balanced Growth has been an excellent partner in advancing this pivotal change that has allowed GBU to take its business to a higher level. We would highly recommend Balanced Growth to companies and organizations for both strategy development and execution!”

Mike Ahles, President,
CEO and Chair of the Board

“Balanced Growth’s rigorous process, knowledge of the most prominent providers of financial services systems, and experience with strategic initiatives brought sage advice to our leadership.”

Angel Thomas, Senior Vice President, Member Experience,

“With the help of the Balanced Growth team, we built our first 5-year strategic roadmap and created our Mission Statement. We were so impressed with the quality of work, when it came time to find a consultant for our digital transformation, there was no question that Balanced Growth was the answer.”

Julie Larson, Chief Technology & Innovation Officer

“It was energizing to share knowledge with top leaders on the topics of Strategy, Innovation, and Operational Excellence driven by data and technology.”