Plan for your future and live confidently knowing you
have a financial professional by your side.
You’re human, which means there are goals and dreams you plan to achieve for yourself and your family. Getting financially organized is the first step in achieving financial confidence — understanding how your income is spent, what your assets and liabilities are, what your benefits coverage is, and how your cash flow is contributing (or not) to achieving your financial goals is key.
That is where we come in. Our job is to get you wherever you want to be, with financial and emotional confidence. That starts by streamlining your finances to help you eliminate debt and build wealth with proprietary tools build exclusively for our clients. Speak with an advisor to get started on optimizing your income potential and making a difference in your life.
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.
