The challenge of keeping pace with an ever changing financial landscape can be difficult as personal financial information rests scattered among multiple advisors, institutions and accounts. Consumers often become confused and frustrated as they attempt to properly arrange the pieces of their financial puzzle. What’s missing is a single platform that provides organization and easy access to a complete financial picture. The Living Balance Sheet® is the solution to this ubiquitous challenge.
Please take 3 minutes to watch this short flash video and see the Living Balance Sheet® in action: http://www.livingbalancesheet.net/client/ConsolidatedPlanning_Web/Clients_webHi.htm
Client Living Balance Sheet® Login: