Introducing The Living Balance Sheet®
Keeping track of finances using multiple websites, quarterly statements and piles of paperwork isn’t easy. There is a better and simpler way to see exactly what you own and what you owe. It’s called The Living Balance Sheet®.

Your Financial Home Base

The Living Balance Sheet® provides you with a consolidated and up-to-date view of your complete financial picture. With one account you gain access to daily updates for all of your:
  • Assets
  • Liabilities
  • Insurance protection
  • Cash flow

What You’re Worth

Your net worth is automatically calculated and updated daily based on your current assets and liabilities. With all accounts and values in one location, you always know what you have and what you’re worth.

Where It’s At

The Living Balance Sheet® provides a secure online vault where you can safely store copies of important financial documents. Next time you need a copy of your will, birth certificate or tax return, you’ll know right where to look.

Wherever You Are

The Living Balance Sheet® is there when you need it at work, home, or on the go. As long as you have Internet access, you can get answers, check balances and see all of your important documents.

Safe And Secure

The “track and monitor” system used in the Living Balance Sheet® is non-transactional, so it’s impossible for money to be moved in or out. Our 256-bit, Secure Socket Layer (SSL) encryption has never been breached. Your information is secure.

What LBS Clients Say

Testimonial joe 9fcf7230cd21a639cd808186df146fe1762628eabf261b138549143404dbfa03 Testimonial tyler misty 55831be615a81bc8ad033a8acb279943752a7303f83a35a5730cc9f360bb9a0d Testimonial joel lena 6594a76289a193b46f2cece65a424e1c5e1cb46b8f73acb8250b39c8a6664e56 Testimonial jeremy dierdre 4b743653029f60974a982c24ba3c8a6520bb995ae18460a538ff2e25acc19d16

Financial ScoreCard

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How do your finances stack up?

It's possible to achieve "optimum position" in every area of your finances. See how you score.


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