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Video Presentation |
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Living Balance SheetSM As your financial picture evolves and you seek to achieve optimal financial balance, the ability to manage and track all of your assets and liabilities becomes increasingly important. The Living Balance Sheet is a cutting edge tool designed to organize and consolidate all of your financial information in one secure location. Each night the system automatically updates your personal balance sheet by collecting existing account information from over 3,100 financial institutions. An updated snapshot of your cash flow, assets and liabilities will be available to you on your own secure, personal website. The Living Balance Sheet will even track your Frequent Flier miles and credit card rewards points. Also included is a password protected, encrypted vault to store copies of private documents such as wills, trusts, insurance policies, tax returns, photos and videos. All of these things are available to you at anytime, from any place you can access the internet. Imagine losing your passport while traveling abroad and being able to access a scan of that passport from your personal vault. You have a busy lifestyle. As life progresses it does not get simpler but instead grows more complex. The Living Balance Sheet is a tool you cannot afford to be without.
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