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 Are Saying