Living Balance Sheet® Customer Service

Stay financially organized, up-to-date, and on-top of everything about family wealth. Use with an advisor to carefully monitor accounts and project the future under different decision scenarios. This app is for the serious household who wants to combine smart principles with discipline to best deal with whatever the future may bring.

Having used the LBS app for a year now, it has change the way my wife and I see our money. We are constantly striving to live more in balance with our advisors advice and the app makes it so intuitive and convenient to follow. I work a lot on my iPad. It would be great if the app was optimized for the iPad’s larger screen so we can see more of the balance sheet without having to click through drop down menus. Other than that it’s absolutely amazing.

This app has made working with my amazing financial advisors, Ben and Chris, an even better experience. My favorite feature is the tasks where I can keep track of to dos that Ben and Chris assign me. It makes it so easy to keep everything related to my finances organized and easy to understand. Such a game changer!

What an intuitive approach! It is so easy to keep track of what we are doing, and how we are doing, as we work towards our goals! Love it!

It’s so easy to keep up to date on all of my account balances! I can see every account in the same place!

Absolutely amazing. Nothing like I’ve ever seen before from a financial organizing app

This is a great tool!