Put The Living Balance Sheet® on your phone

Keeping everything financial just a click away

No more logging onto your laptop, or toggling between accounts? With The Living Balance Sheet® (LBS) app, you can view your full financial picture right on your smartphone.

Best of all, I can help set it all up for you!

With LBS, it’s easy to organize your financial life, so you get a true view of the big picture. That helps us make the right choices for where you are today, and where you want to be in the future. And the LBS app employs some of the most advanced security features available today, so your data stays safe, private and secure.

My clients love having all their protection, assets, liabilities, cash flow and more at their fingertips. Wouldn’t you? I can get you all set up. All you have to do is ask.

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