Broker Check

The Living Balance Sheet®

For Your Life



What if you could work with a professional who took a completely different approach to money management?

Who used revolutionary web technology to help you with budgeting, protecting what’s important, and achieving financial balance? What would that mean to you, your family, your business?


What LBS Clients Say —
Retirement Strategy



What LBS Clients Say —
Reduce Debt Testimonial



What LBS Clients Say —
Protection First



What LBS Clients Say —
Overview