Living Balance Sheet® Services
What Is It?
More often a person has all their records in order, but they may still be financially disorganized. Many people take a classified approach to making financial decisions, giving each decision separately as if it had no effect on other areas of their finances. They don’t look at the big picture and don’t see as balance sheet snapshot like Living Balance Sheet.
The consequence is that they end up with strategies at odds with one another financial issues and fail to create a positive overall impact.
My Approach
A key factor that sets The Living Balance Sheet® to one side: you are never left on your own to figure things out. Once again, it’s not the number for numbers sake, it’s the story the numbers are telling you.
Part of the solution is working with a financial trained professional at your local specially Bay Area and Northern California to help you gain understandings and take action that creates outcomes to build your wealth and get what you want out of life. A Good Life for the Rest of Your Life
How It Works
Optimizing the financial strategies of your over planning is one of the most powerful things you can do to secure life- long financial sufficiency and your legacy. Furthermore, we work with owners at all stages of the business lifecycle in Bay Area and Northern California region, from assisting the new business owner with establishing a sound financial foundation to helping ensure smooth business succession and transition into retirement.
Check the sample picture on the right side.
