The Living Balance Sheet®
Unlock a new narrative of all things related - finances. Start your wealth building journey right by simplifying the storyboard that narrates your financial life - and keep it all in one safe place. We are proud to provide a one-of-a-kind tool that tracks and reports your finances in real-time, securely stores documentation, plus access to countless educational recourses and calculators to help you maximize your money now and in your future.
Connect the dots between all established accounts with our Wealth Building Account as you monitor your progress, in real-time, on the LBS website or mobile app.
The Wealth Building Account process works in conjunction with the financial plan established and illustrated on your Living Balance Sheet.
Together, you achieve greater clarity into what’s going on in your world but also serves as an effective tracking mechanism to understand how good of a job you are doing in saving, how much excess cash flow is building up into your Wealth Building Account, and how much excess cash flow you have going into the account versus going out. Your “flow” allows your licensed advisor to make accurate determinations on how to optimize the use of that excess money towards your established goals.
